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Full Time

Website Old Mutual

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people.

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 customers needs and interests
Markets Old Mutual advice value proposition.
Works with leads that are generated from the Orphan and Central pool.
Maintains Old Mutuals 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.

Skills

Competencies

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

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