Advancing Financial Adviser-2

Overview

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

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

• Customer Service — Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis — Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors — Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data — Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during e...