Advancing financial adviser
Old Mutual Limited • vereeniging, gauteng • Posted June 13, 2026
About the Role
Advancing Financial Adviser page is loaded## Advancing Financial Adviserlocations: Vereenigingtime type: Full timeposted on: Posted Todayjob requisition id: JR-78777**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.# 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 each sales call.## Customer Needs Clarification Interview the customer, following a multilevel sales script, to clarify...