Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
Customer Relationship Development / Prospecting
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements
Competencies
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
14 June 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!
Benefits
Equity / stock options
Additional Information
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
Grade 12 (Matric)
FSCA Approved Qualification
FAIS Compliant
Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
CPD - Continuous Professional Development - All cycles
COB - Class of Business
A valid Driver's licence and your own car
Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Oldmutual · Ermelo