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🥝 MFC Salaried Financial Advisor

Old Mutual South Africa | mahikeng, South-Africa | Posted June 20, 2026

Job Description

Provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.

Responsibilities

  • Customer Service – 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.
  • 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 custo...

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