Finance jobs in South Africa

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Requirements: Skills, Qualifications, and Experience

• Grade 12 (Matric)
• Valid Driver’s licence and Own Car
• FAIS Compliance
• Clear criminal and credit check
• Minimum of 3 years working experience (preferably in sales)
• Computer literacy (MS Word, PowerPoint, and Outlook)
• Excellent communication skills (written and verbal)
• Presentation skills an added advantage

Provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.

• Customer Service: Provide quality service to customers, identify opportunities to secure new business or support retention, process cases, deal with complex queries, and resolve customer problems.
• Solutions Analysis: Analyze specific problems to find the best solutions, which could be technical or professional.
• Receiving Visitors: Receive visitors and assist with requests for information, referring complex matters to colleagues.
• Customer Relationship Management (CRM) Data: Schedule follow-ups and enter relevant information into CRM to support customer retention and business development.
• Customer Needs Clarification: Set objectives for sales calls, tailor presentations, and ask relevant questions to evaluate customer interest and needs.
• Customer Relationship Development / Prospecting: Develop plans to build relationships with potential customers and decision-makers.
• Operational Compliance: Understand and adhere to organizational policies, procedures, and regulatory standards.
• Business Development: Monitor sales and market data to identify new business opportunities.
• Sales Opportunities Creation: Network within the business sector, participate in events, and enhance organizational visibility.
• Data Exploration: Conduct research and analyze data to identify trends and themes.
• Network of Influence: Participate in and contribute to networks inside and outside the organization.

• Building Trust
• Consultative Selling
• Customer-Focused
• Customer Service
• Customer Understanding
• Direct Selling
• Identifying Sales Opportunities
• Oral Communications
• Probing Questions
• Qualifying Prospects
• Sales Data Management
• Sales Software
• Strategic Selling
• Strengthening Customer Relationships

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

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.

The Old Mutual Story!