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
02 March 2026