Lead-Gen Paraplanner for Financial Advisors

Old Mutual Limited; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading African financial services company seeks a Support Paraplanner to generate qualified leads for Financial Advisors. The role requires effective communication and customer focus to achieve results by sourcing new business and maintaining relationships with existing clients. Key skills include decision quality and ability to manage complexity. The closing date for applications is December 30.

Qualifications

• Achieve results through sourcing new business.
• Maintain relationships with orphan customers via phone service.

Responsibilities

• Generate qualified leads for Financial Advisors.
• Present Old Mutual’s value proposition to customers.
• Pass leads to Financial Advisors.

Skills

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Manages Complexity

Optimizes Work Processes

Plans and Aligns

Tech Savvy

Job description

A leading African financial services company seeks a Support Paraplanner to generate qualified leads for Financial Advisors. The role requires effective communication and customer focus to achieve results by sourcing new business and maintaining relationships with existing clients. Key skills include decision quality and ability to manage complexity. The closing date for applications is December 30.