Old Mutual Limited is seeking a customer-focused professional to support standard service activities, handle inquiries, and assist with visitor requests. You will ensure CRM data accuracy, clarify customer needs, and help develop relationships through proactive outreach and data-driven insights.
The role emphasizes compliance with procedures, routine business development tasks, and identifying sales opportunities while delivering consistent customer support across touchpoints.
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Financial Adviser: Customer Growth & Solutions employer: Old Mutual Limited
Old Mutual is an exceptional employer that champions the entrepreneurial spirit of its employees, particularly in the vibrant setting of East London. With a strong focus on personal and professional growth, the company offers comprehensive training and mentorship opportunities for aspiring Financial Advisers, fostering a collaborative and customer-centric work culture. Employees benefit from being part of a leading insurance firm that values diversity and is committed to helping individuals achieve their financial goals.