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Strategic Financial Adviser: Elevate Client Outcomes
Job in
Klerksdorp, 2571, South Africa
Listed on 2026-08-27
Listing for:
Old Mutual Limited
Full Time
position Listed on 2026-08-27
Job specializations:
-
Business
Business Development, CRM Systems & Management
Job Description & How to Apply Below
Old Mutual South Africa is seeking a customer-focused professional to perform standard customer service, assess inquiries, and manage CRM data. You will interact with customers, referring complex matters to colleagues while growing relationships and supporting business development.
A multilevel sales script approach will be used to clarify needs and identify opportunities. The role emphasizes data accuracy, compliant operations, and a proactive sales mindset within a regulated financial services
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