OMF Direct Sales Consultant at Old Mutual South Africa

Job Description

• Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve small-sized sales targets.

Responsibilities

Customer Service

• Carry out standard customer service activities and handle simple customer inquiries.

Solutions Analysis

• Assess compliance with established standards and protocols for parts of routine inquiries.

Receiving Visitors

• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Branch Operations

• Enter data into standard branch systems, sorting and filing materials relating to transactions at the counter.

Customer Relationship Management (CRM) Data

• Enter customer name and address into the CRM system at point of purchase to ensure that the organization has the relevant information to support follow-up sales and service actions.

Customer Needs Clarification

• Ask the customer to identify which product or service they are interested in purchasing and how they intend to use it.

Customer Relationship Development / Prospecting

• Greet customers (on incoming calls or in store) and engage them in conversation to build rapport.

Document Preparation

• Input content into standard templates. Also take responsibility for collating materials and photocopying them.

Business Meetings/Events Arrangement

• Respond to requests for information about the availability of people or facilities to assist in arranging business meetings.

Operational Compliance

• Follow a straightforward mandatory procedure to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Personal Capability Building

• Develop and maintain excellent skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills

Competencies

• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Optimizes Work Processes
• Plans and Aligns

Closing Date

• 15 April 2026