Direct Sales Consultant — Africa Growth

Old Mutual South Africa; Cape Town; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking a Branch Sales Support professional in Cape Town. You will execute account development strategies and sales plans while delivering standard customer service and handling routine inquiries.

Responsibilities include data entry, CRM updates, customer needs identification, and arranging meetings. This role emphasizes regulatory adherence and ongoing capability development through training.

Qualifications

• Experience in customer service and basic CRM use.
• Ability to handle routine inquiries and data entry.
• Familiarity with branch operations and document templates.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests.
• Enter data into branch systems and file materials.
• Record customer names and addresses in the CRM at the point of purchase for follow-up actions.
• Identify customer needs and discuss products or services they are interested in purchasing.
• Greet customers and engage in conversation to build rapport.
• Prepare documents using standard templates and photocopying them.
• Arrange meetings by providing information on availability of people or facilities.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Participate in assessment and development or training activities.

Skills

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Optimizes Work Processes

Plans and Aligns

Job description

Old Mutual South Africa is seeking a Branch Sales Support professional in Cape Town. You will execute account development strategies and sales plans while delivering standard customer service and handling routine inquiries.

Responsibilities include data entry, CRM updates, customer needs identification, and arranging meetings. This role emphasizes regulatory adherence and ongoing capability development through training.