
support paraplanner
- Pinelands, Cape Town
- Permanent
- Full-time
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.SkillsCompetenciesCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech SavvyEducationClosing Date08 September 2025 , 23:59The 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.The Old Mutual Story!