Salaried Financial Advisor (Evergreen)
oldmutual · Ondangwa
Job description
About the role
Old Mutual is seeking a salaried Financial Advisor to provide quality service to customers, identify new business opportunities, and support retention in the Ondangwa region.
Key responsibilities
- Process cases, handle complex queries, and resolve customer problems while delivering high‑quality service.
- Schedule follow‑up actions, enter data into the CRM system, and create call plans to support retention and business development.
- Develop and implement relationship‑management plans for potential accounts, building networks with decision‑makers and influencers.
- Monitor sales and market data for the geographic region to identify growth opportunities.
Required profile
- Namibian citizenship with Grade 12 (23 points) and at least 3 years’ experience as an insurance intermediary, or Grade 10 with 5 years’ experience.
- Clear criminal and credit check, valid driver’s licence, and ability to work under pressure while maintaining a professional image.
- Strong planning, organising, time‑management, interpersonal and communication skills.
Required skills
- Computer literacy – MS Office Suite.
- Proficiency with CRM systems for data entry and follow‑up planning.
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Published 13 hours ago
Expires 1 month from now
2 views · 0 interested
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oldmutual
Ondangwa