OMF Direct Sales Consultant

Old Mutual South Africa; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-centric professional to develop accounts and support sales. You will perform customer service, process inquiries, and enter CRM data at the point of sale to enable follow-up actions, while assisting with information requests and basic data handling.

You will engage with customers, clarify needs, and help arrange meetings and events, ensuring adherence to standard procedures and internal codes of conduct.

Qualifications

• Matriculation is required with a focus on reliable work habits.
• Strong communication and customer service skills are essential.
• Basic data entry and accurate record keeping are expected.

Responsibilities

• Provide customer service and handle simple inquiries.
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests, escalating complex matters.
• Enter data into standard branch systems and file materials.
• Enter customer name/address into the CRM at point of purchase for follow-up actions.
• Ask customers to identify products or services they are interested in.
• Greet customers and engage them to build rapport for relationship development.
• Input content into standard templates and collate materials for documents.
• Respond to information requests about staff or facilities to arrange meetings.
• Follow mandatory procedures to ensure quality and compliance with codes.

Skills

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Optimizes Work Processes

Plans and Aligns

Education

Matriculation Certificate (Matric)

Job description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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.
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Competencies

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

Education

• Matriculation Certificate (Matric)

Closing Date

12 October 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!