OMF Direct Sales Consultant

Old Mutual Limited; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in Cape Town invites applications for a Direct Sales Consultant. You will execute account development strategies, handle customer inquiries, greet customers, and support follow-up sales and service actions. The role focuses on customer relationship development, compliance, and data entry in branch systems.

Matric is required and training will be provided. This full-time position closes on 16 September 2026.

Qualifications

• Matric is required and a basic understanding of branch operations is expected.
• Ability to communicate clearly with customers and colleagues.
• Willingness to participate in training and coaching activities.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Greet customers and engage in conversation to build rapport.
• Enter data into standard branch systems and maintain records.
• Assist with information requests and coordinate meetings or events as needed.
• Follow compliance procedures to meet quality standards.

Skills

Communication

Customer Focus

Accountability

Trust

Interpersonal Savvy

Process Optimization

Planning & Alignment

Education

Matriculation Certificate

Job description

## OMF Direct Sales ConsultantApply: Cape Town: Full time: Posted Today: JR-83533**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 ServiceCarry out standard customer service activities and handle simple customer inquiries.## Solutions AnalysisAssess compliance with established standards and protocols for parts of routine inquiries.## Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.## Branch OperationsEnter data into standard branch systems, sorting and filing materials relating to transactions at the counter.## Customer Relationship Management (CRM) DataEnter 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 ClarificationAsk the customer to identify which product or service they are interested in purchasing and how they intend to use it.## Customer Relationship Development / ProspectingGreet customers (on incoming calls or in store) and engage them in conversation to build rapport.## Document PreparationInput content into standard templates. Also take responsibility for collating materials and photocopying them.## Business Meetings/Events ArrangementRespond to requests for information about the availability of people or facilities to assist in arranging business meetings.## Operational ComplianceFollow 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 BuildingDevelop and maintain excellent skills by participating in assessment and development planning activities as well as formal and informal training and coaching.na**Skills****Competencies**Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Optimizes Work Processes### ### Plans and Aligns### ### **Education**Matriculation Certificate (Matric)**Closing Date**16 September 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.***