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30 Dec 2020

Financial Advisor – Corporate Business at Old Mutual

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Job Description

This role is individually accountable for selling and providing advice on specific range of products to the family providers in our customer value proposition.


  • Generate good leads, prospect, network, develop referrals and follow up on leads generated to close sale
  • Effectively maintain a high prospect base as determined by Manager
  • Set up and coordinate presentations to prospective clients and educate prospects on the company’s product
  • Participate in cross selling of company’s products whenever appropriate
  • Keep and manage a prospecting diary to effectively schedule client meetings and visits
  • Daily update of sales activities and submit weekly report on activities as required by Manager
  • Schedule meetings and presentations, and religiously update meeting template as required
  • Evaluate costs and revenue of all prospects to effectively manage resources
  • Any other duties as assigned by Manager

Educational Requirements

  • Minimum of a Diploma

Method of Application

Submit your CV and Application on Company Website : Click Here

Closing Date : 10 Jan, 2021

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