Old Mutual Limited

Financial Planning and Analysis

• Provide exceptional advice and quality service to your customers as part of Old Mutual's Personal Financial Advice (PFA) channel
• Build and grow your own financial advice practice and define your career path
• Identify customer needs and sales opportunities and qualify prospects
• Strengthen customer relationships and manage customer feedback
• Use world-class tools and support to deliver personal financial advice across South Africa

Financial Adviser

• Provide personal financial advice to customers as an Advancing Financial Adviser within Old Mutual’s Personal Financial Advice (PFA) channel
• Build and grow an adviser practice, define own career path and forge client relationships
• Use consultative selling and customer-focused approaches to identify customer needs and sales opportunities
• Maintain and manage sales data and use sales software to track prospects and performance
• Collaborate with PFA network and use company tools/support to deliver exceptional advice and quality service

• Champion valued customers to achieve their lifetime goals by identifying their financial needs
• Provide sound financial advice and recommend and implement "fit for purpose" financial plans and solutions
• Consultative selling, direct selling and identifying sales opportunities
• Build and strengthen customer relationships and manage customer feedback
• Use sales software and manage sales data to grow advisory practice
• Define and grow a unique advisory career and practice within Old Mutual's PFA distribution channel

• Champion valued customers to achieve their lifetime goals by identifying their financial needs
• Provide sound financial advice and recommend and implement "fit for purpose" financial plans and solutions
• Engage in consultative and direct selling to acquire and service customers
• Use PFA tools and support to build and manage an advisory practice
• Strengthen customer relationships and manage sales data using sales software

• Champion valued customers to achieve their lifetime goals by identifying their financial needs
• Provide sound financial advice and recommend and implement "fit for purpose" financial plans and solutions
• Build and grow a financial adviser practice within Old Mutual’s Personal Financial Advice (PFA) channel
• Use company tools and support to deliver exceptional advice and quality service to customers
• Identify and convert sales opportunities and strengthen customer relationships

• Carry out standard customer service activities and handle simple customer inquiries
• Assess compliance with established standards and protocols for routine inquiries
• Receive visitors and assist with information requests, referring complex matters
• Ensure basic customer details in CRM are accurate and note follow-up actions
• Interview customers using multilevel sales script to clarify requirements
• Make calls to allocated potential customers to develop relationships and prospect
• Provide first point of contact for resolving customer queries and complaints
• Follow mandatory procedures to ensure quality standards and regulatory adherence
• Carry out routine business development support tasks and identify sales opportunities
• Select appropriate data and input into spreadsheets or standard formats
• Participate in and contribute to internal and external networks of influence

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with requests for information; refer complex matters to colleagues.
• Ensure basic customer details in CRM are accurate and record follow-up actions and sales call notes.
• Interview the customer using a multilevel sales script to clarify requirements.
• Make calls (telephone or in person) to allocated potential customers to develop relationships.
• Provide first point of contact for resolving customer queries and complaints.
• Follow mandatory procedures to ensure quality standards and regulatory adherence.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers via information, referrals, and recommendations from existing customers.
• Select appropriate data from information provided and input into spreadsheets or standard formats.
• Participate in and contribute to internal and external networks of people, technologies, and ideas.

• Carry out standard customer service activities and handle simple customer inquiries
• Assess compliance with established standards and protocols for routine inquiries
• Receive visitors and assist with information requests, referring complex matters to colleagues
• Ensure basic customer details in CRM are accurate and record follow-up actions and notes
• Interview customers following a multilevel sales script to clarify requirements
• Make calls to allocated potential customers to develop relationships and prospect for sales
• Provide first point of contact for resolving customer queries and complaints
• Follow mandatory procedures to meet quality standards and regulatory/internal codes of conduct
• Carry out routine business development support tasks and assist others per established procedures
• Identify potential customers by obtaining referrals and recommendations from existing customers
• Select appropriate data from information provided and input into spreadsheets or standard formats
• Participate in and contribute to internal and external networks of people, technologies, and ideas

• Champion customers to achieve their lifetime goals by identifying their financial needs
• Provide sound financial advice and recommend fit-for-purpose financial plans and solutions
• Implement financial plans and solutions and manage client relationships
• Build and grow an independent advisory practice within Old Mutual's PFA channel
• Deliver exceptional advice and quality service to customers

• Provide advice on a specific range of financial products to an allocated market and be individually accountable for achieving results
• Provide a quality service to customers, process cases, deal with complex queries, and investigate and resolve customer problems
• Analyze specific problems and issues to find the best technical or professional solutions
• Receive visitors and assist with information requests, referring complex matters to colleagues
• Enter relevant information into the CRM system, schedule follow-ups and create call plans to support retention and business development
• Set clear objectives for sales calls, tailor presentations to decision-makers and gather customer information to evaluate interest
• Develop and implement relationship management and prospecting plans to build relationships with decision‑makers and influencers
• Ensure operational compliance with organisational policies, regulatory codes and codes of conduct; obtain authorisation for exceptions where required
• Monitor and assess sales and market data for geographic regions to identify business development opportunities
• Represent the organisation at business sector events to obtain market intelligence and enhance visibility
• Conduct research and use business intelligence tools to analyse key themes and trends
• Participate in and contribute to a network of people, technologies, and ideas inside and outside the company

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Financial Adviser

Salaried Financial Advisor