OMF Customer Documents Administrator (Direct Sales) at Old Mutual South Africa

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

• Initiates quotes from online sales leads
• Directs online loan queries to Direct Sales Consultants.
• Takes inbound sales client service calls and shares relevant information with assistance and on the job coaching.
• Finalises sales client service calls at point of contact to confirm final offers.
• Obtains, indexes and ensures accuracy of all necessary documentation pertaining to the clients¿ loan applications
• Ensures that the index queue is fully addressed daily and cleared within a 24 hour cycle
• Ensures that extensive knowledge of the Credit Policy remains up to date

Minimum Requirements.

• Matric (Grade 12)
• Computer Literate

Skills

• Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Demonstrates Self-Awareness
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy

Education

• Matriculation Certificate (Matric)  (Required)

Closing Date

• 13 April 2025 , 23:59