MFC Salaried Financial Advisor

Let's Write Africa's Story Together!

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

Job Description

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Responsibilities

• Customer Service - Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
• Solutions Analysis - Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
• Receiving Visitors - Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data - Schedule follow‑up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the o...