Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Information and Business Advice
Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Document Preparation
Edit document in line with organizational style guidelines and prepare information for publication.
Insights and Reporting
Prepare and coordinate the completion of various data and analytics reports.
Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.
Sales
Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.
Operational Compliance
Personal Capability Building
Requirements
Competencies
Builds Networks
Business Insight
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Manages Complexity
Plans and Aligns
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
29 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
Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
Oldmutual · Pretoria