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Relationship Officer, Personal Finance

Old Mutual South Africa

Accounting, Auditing & Finance

3 weeks ago
New

Job descriptions & requirements


Lets Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
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Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. A performance-driven role with highly competitive commissions and allowances.
Responsibilities

  • Sell products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.
  • Design own monthly schedule to meet sales targets and ensure high-priority tasks get done
  • 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.
  • Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Skills
Clustering Techniques, Communication Server, Computer Literacy, Computer Network Management, Database Administration, Database Management Systems (DBMS), Data Encoding, Desktop Publishing (DTP), Executing Plans, Expertise Management System, File Management System, Local Area Network (LAN) Management, Network Administration, Office Systems, Oral Communications
Competencies
Action Oriented
Communicates Effectively
Drives Results
Ensures Accountability
Plans and Aligns
Tech Savvy
Education
Bachelors Degree (B)
Closing Date
13 May 2026 , 23:59
The Old Mutual Story!
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