Old Mutual Limited

Financial Planning and Analysis

• Facilitate a bolder financial future
• Provide exceptional advice and quality service to customers

Financial Adviser

• 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 various requests for information.
• Ensure that customer details held in the system are accurate, and make notes of follow-up actions.
• Interview the customer to clarify their requirements.
• Make calls to allocated potential customers to develop relationships.
• Follow a range of mandatory procedures to ensure quality standards are met.
• Identify potential customers by obtaining referrals and recommendations from existing customers.

• championing our valued customers to achieve their lifetime goals
• identifying their financial needs
• providing sound financial advice
• recommending and implementing "fit for purpose" financial plans and solutions

Aspiring Financial Adviser

• 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 various requests for information. • Ensure that basic customer details held in the system are accurate. • Interview the customer following a multilevel sales script to clarify the customer’s requirements. • Make calls to allocated potential customers to develop relationships. • Follow a range of mandatory procedures to ensure compliance with quality standards. • Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Advancing Financial Adviser

• 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 various requests for information, referring more complex matters to colleagues.
• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls (by telephone or in person) to allocated potential customers to develop relationships.
• Provide a first point of contact for resolving customer queries and complaints.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
• Carry out routine business development support tasks and assist others by following established procedures.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
• Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

• Championing customers to achieve their lifetime goals by identifying their financial needs
• Providing sound financial advice
• Recommending and implementing 'fit for purpose' financial plans and solutions
• Responsible for the procurement of new business
• Expanding sales of products and services with existing customers

Commissioned Financial Adviser

• Championing our valued customers to achieve their lifetime goals
• Identifying financial needs
• Providing financial advice
• Recommending and implementing financial plans

• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze specific problems and issues to find the best solutions.
• Schedule follow-up actions and enter relevant information into the CRM system for customer relationship management.
• Develop and implement a relationship management plan for potential customer accounts.
• Ensure own work adheres to the organization's policies and procedures.

Financial Advisor – Recruitment Pool

• Championing valued customers to achieve their lifetime goals
• Identifying financial needs and providing sound financial advice
• Recommending and implementing "fit for purpose" financial plans and solutions
• Responsible for procurement of new business
• Expanding sales of products and services with existing customers

• Championing our valued customers to achieve their lifetime goals by identifying their financial needs
• Providing sound financial advice
• Recommending and implementing "fit for purpose" financial plans and solutions
• Responsible for the procurement of new business
• Expand sales of products and services with existing customers

• 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 various requests for information.
• Ensure that basic customer details held in the system are accurate.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Make calls (by telephone or in person) to allocated potential customers to develop relationships.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards.
• Carry out routine business development support tasks and assist others.

• Champion valued customers to achieve lifetime goals
• Identify financial needs and provide sound financial advice
• Recommend and implement fit for purpose financial plans and solutions

• championing our valued customers to achieve their lifetime goals
• identifying financial needs
• providing sound financial advice
• recommending and implementing financial plans

• Champion our valued customers to achieve their lifetime goals by identifying financial needs
• Provide sound financial advice
• Recommend and implement fit for purpose financial plans and solutions
• Responsible for the procurement of new business
• Expand sales of products and services with existing customers

• Champion our valued customers to achieve their lifetime goals by identifying their financial needs.
• Provide sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.