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Financial Services Professional

1 week ago

Cape Town, Western Cape, South Africa Old Mutual Full time

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

We are looking for a skilled Financial Services Professional to join our team. As a key member of our organization, you will provide advice on a range of products to allocated markets and be individually accountable for achieving results through your own efforts.

Key Responsibilities
  • Carry out standard customer service activities and handle simple customer inquiries.
  • Assess compliance with established standards and protocols for routine inquiries.
  • Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

You will work closely with our customers to understand their requirements and develop relationships to drive business growth. Your skills in balancing stakeholders, building networks, communicating effectively, and ensuring accountability will be essential in this role.

To succeed in this position, you will require a Matriculation Certificate (Matric) and excellent interpersonal skills. You must be able to demonstrate understanding of the value of networking and participate in contributing to a network of people, technologies, and ideas both inside and outside the company.

Benefits of working with Old Mutual:

  • Balancing Stakeholders, Builds Networks, Communicates Effectively, Customer Focus, Ensures Accountability, Instills Trust, Interpersonal Savvy, Manages Complexity
  • The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Join us in shaping the future of our industry.