Paraplanner
Job in
Cape Town, 7100, South Africa
Listed on 2026-01-26
Listing for:
Old Mutual
Full Time
position Listed on 2026-01-26
Job specializations:
-
Sales
Job Description & How to Apply Below
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 SavvyEducation
Closing Date
02 March 2026 , 23:59Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
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