OMF Direct Sales 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

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.

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

10 November 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!