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Old Mutual; Wes-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm is seeking a dedicated professional to generate qualified leads for Financial Advisors. The role involves sourcing new business, understanding customer needs, and maintaining relationships with existing clients. We're looking for candidates who can effectively communicate and are focused on customer satisfaction. This position offers a chance to contribute to our success in the industry while adhering to the Employment Equity Plan.

Qualifications

• Ability to generate qualified leads for Financial Advisors.
• Accountability for achieving results.
• Skill in understanding customer needs.

Responsibilities

• Source new business.
• Market Old Mutual's value proposition.
• 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

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.

Competencies

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

Closing Date

30 December 2025 , 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.