Paraplanner Support: Client Growth & Insights

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

• 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

Skills information not provided.

Competencies

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

Education

Educa...