Direct Sales & CRM Solutions Consultant

Old Mutual; Cape Town; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual is seeking a customer service focused professional in Cape Town to execute account development strategies and support sales plans. The role involves handling inquiries, data entry in branch systems, and assisting visitors while maintaining compliance with standards.

The successful candidate will build customer relationships, clarify needs, and support follow-up actions through CRM data management.

Qualifications

• Matric certificate required.
• Strong customer service skills and ability to handle inquiries.
• Ability to enter data accurately and support branch operations.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for parts of routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter data into standard branch systems and file materials related to counter transactions.
• Enter customer name and address into the CRM system to support follow-up sales and service actions.
• Ask customers to identify products or services they want and how they will use them.
• Greet customers and engage them to build rapport for prospecting.
• Input content into standard templates and prepare materials for meetings.

Skills

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Optimizes Work Processes

Plans and Aligns Education

Education

Matric

Job description

Old Mutual is seeking a customer service focused professional in Cape Town to execute account development strategies and support sales plans. The role involves handling inquiries, data entry in branch systems, and assisting visitors while maintaining compliance with standards.

The successful candidate will build customer relationships, clarify needs, and support follow-up actions through CRM data management.