Direct Sales & Customer Solutions Consultant

Old Mutual Life Assurance Company (SA) Ltd (PFA); Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Cape Town is seeking a customer service professional to support branch operations, handle inquiries, and assist visitors.

You will enter data into standard systems, clarify customer needs, and help build relationships while ensuring compliance with internal and regulatory codes. This role offers development through coaching and training and opportunities to contribute to sales and service initiatives.

Qualifications

• Strong focus on delivering quality customer service.
• Ability to manage multiple tasks with accuracy.
• Comfort with entering data into standard systems.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests.
• Enter data into branch systems and sort/filing materials.
• Enter customer name/address into CRM at point of purchase.
• Identify product/service needs and how customers intend to use them.
• Greet customers and engage to build rapport.
• Input content into templates and collate materials.
• Coordinate information for business meetings and events.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Develop skills through assessment and training activities.

Skills

Communicates Effectively

Customer Focus

Interpersonal Savvy

Attention to Detail

Time Management

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Cape Town is seeking a customer service professional to support branch operations, handle inquiries, and assist visitors.

You will enter data into standard systems, clarify customer needs, and help build relationships while ensuring compliance with internal and regulatory codes. This role offers development through coaching and training and opportunities to contribute to sales and service initiatives.