Job Overview

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.

Responsibilities

• Provide advice on a specific range of products to a specific allocated market and be individually accountable for achieving results through own efforts.
• Carry out standard customer service activities and handle simple customer inquiries. (Customer Service)
• Assess compliance with established standards and protocols for routine inquiries. (Solutions Analysis)
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues. (Receiving Visitors)
• Ensure that basic customer details held in the system are accurate, and make notes of follow‑up actions that have been promised, together with notes of actions taken during each sales call. (CRM Dat...