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Salaried Financial Advisor
Old Mutual South Africa
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bushbuckridge, South-Africa
Location
bushbuckridge
Posted
June 24, 2026
Commute
Local Area
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This job is in your area. Enjoy a short commute and work close to home.
Job Description
Job Description
Provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.
Responsibilities
- Customer Service: Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
- Solutions Analysis: Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
- Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
- CRM Data Management: Schedule followβup actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure...