OMF Direct Sales Consultant

Old Mutual Limited; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Restaurant d'entreprise

Indemnités de stage/alternance

Job summary

Old Mutual Limited is seeking a Direct Sales Consultant to engage customers, identify product needs, and support sales through CRM-driven follow-up. You will greet customers, capture information, and prepare documentation for branch transactions and meetings.

The role emphasizes customer focus, accuracy in data handling, and collaboration with in-store teams to drive small-sized sales targets.

Qualifications

• NQF Level 3 or NQF Level 2 – below school leaving.
• Experience in customer service and sales support is advantageous.
• Proficiency with CRM tools and data handling is preferred.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Enter customer data into CRM at point of purchase to support follow-up actions.
• Identify product or service needs during customer interactions.
• Greet customers and engage them to build rapport and prospective sales.
• Prepare documents and collate materials for transactions and meetings.
• Support branch operations by data entry and filing materials.

Skills

Call Management

Client Needs Analysis

CRM Software

Customer Service

Presenting Solutions

Probing Questions

Education

NQF Level 3 & NQF Level 2

Job description

## OMF Direct Sales ConsultantApply: Pinelands: Full time: Posted Today: JR-84271**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**Call Management, Client Needs Analysis, Concierge Services, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Delivery, Data Compilation, Data Management, Oral Communications, Presenting Solutions, Probing Questions, Sales Data Management, Strengthening Customer Relationships**Competencies**Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Optimizes Work Processes### ### Plans and Aligns### ### **Education**NQF Level 3 & NQF Level 2 - Below school leaving**Closing Date**10 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.***