Support Paraplanner

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

Job summary

A leading financial services organization in Cape Town is looking for a Support Paraplanner to generate qualified leads for Financial Advisors. The role involves sourcing new business and maintaining relationships with existing customers through effective communication and service. If you have strong customer focus and communication skills, apply to join this dynamic team in contributing to financial solutions across Africa.

Qualifications

• Strong communication skills to interact with customers effectively.
• Demonstrated customer service focus and experience in lead generation.
• Ability to manage complexity and ensure accountability in processes.

Responsibilities

• Generate qualified leads for Financial Advisors.
• Source new business and determine customer needs.
• Maintain relationships with existing orphan customers.

Skills

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Manages Complexity

Optimizes Work Processes

Plans and Aligns

Tech Savvy

Job description

Support Paraplanner Old Mutual Limited • Cape Town, Western Cape

Let’s write Africa’s story together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

The key focus of this role is to generate qualified leads for the Financial Advisors. The incumbent is accountable for achieving results through own efforts. Responsible for sourcing new business. Determines the customer’s needs and interests markets Old Mutual advice value proposition. Works with leads that are generated from the Orphan and Central pool. Maintains Old Mutual’s relationships with existing orphan customers through telephonic service. Suggests the next logical step in the sales cycle to the customer and passes the lead through to the Financial Advisor.

Skills & Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Closing Date: 30 December 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

About Old Mutual

Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.