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Advancing Financial Adviser

Company

Old Mutual South Africa

Location

rustenburg, South-Africa

Type

Full-time

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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

Responsibilities

  • Customer Service
    Carry out standard customer service activities and handle simple customer inquiries.
  • Solutions Analysis
    Assess compliance with established standards and protocols for routine inquiries.
  • Receiving Visitors
    Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
  • Customer Relationship Management (CRM) Data
    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.
  • Customer Needs Clar...

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