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Paraplanner

Job in Cape Town, 7100, South Africa
Listing for: Old Mutual Limited
Full Time position
Listed on 2026-01-25
Job specializations:
  • Sales
Job Description & How to Apply Below
Support Paraplanner page is loaded## Support Paraplannerlocations:
Pinelandsposted on:
Posted Todayjob requisition :
JR-75461
** 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
** naThe 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.
** Skills
* *** Competencies
* * Communicates Effectively### ### Customer Focus### ### Decision Quality### ### Ensures Accountability### ### Manages Complexity### ### Optimizes Work Processes### ### Plans and Aligns### ### Tech Savvy
** Education
* *** Closing Date
** 02 March 2026 , 23:59
*** The 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!***[](blob:https://ol)0:00 / 2:28

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.  We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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