Financial Services Agent

5 days ago


Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual South Africa Full time

We are seeking a highly skilled and results-driven Financial Services Agent to join our team at Old Mutual South Africa. As a key member of our team, you will be responsible for providing exceptional customer service, developing and executing sales plans, and contributing to the growth and success of our business.

Key Responsibilities
  1. Provide exceptional customer service to clients, responding promptly to their queries and concerns
  2. Develop and execute sales plans to achieve sales targets and grow the business
  3. Build and maintain strong relationships with clients to ensure their needs are met and exceed expectations
  4. Contribute to the development of new business opportunities and partnerships
Qualifications and Experience
  • Matric qualification required
  • Minimum 1 year' experience in sales or customer service, preferably in the financial services industry
  • Demonstrated ability to meet sales targets and provide exceptional customer service


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