Support Paraplanner needed at Old Mutual
Job title : Support Paraplanner
Job Location : Western Cape,
Deadline : December 30, 2025
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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.
Skills
Competencies
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
- 30 December 2025
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
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