Support Paraplanner at Old Mutual

Job Description

• The key focus of this role is to generate qualified leads for the Financial Advisors.  The incumbent is accountable for achieving results through own efforts.
• Responsible for sourcing new business.
• 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.

Competencies

• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Closing Date

• 13 March 2025 , 23:59