OMF Direct Sales Consultant

Old Mutual; Cape Town; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual is seeking a customer service focused professional in Cape Town to execute account development strategies and support sales plans. The role involves handling inquiries, data entry in branch systems, and assisting visitors while maintaining compliance with standards.

The successful candidate will build customer relationships, clarify needs, and support follow-up actions through CRM data management.

Qualifications

• Matric certificate required.
• Strong customer service skills and ability to handle inquiries.
• Ability to enter data accurately and support branch operations.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for parts of routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter data into standard branch systems and file materials related to counter transactions.
• Enter customer name and address into the CRM system to support follow-up sales and service actions.
• Ask customers to identify products or services they want and how they will use them.
• Greet customers and engage them to build rapport for prospecting.
• Input content into standard templates and prepare materials for meetings.

Skills

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Optimizes Work Processes

Plans and Aligns Education

Education

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.

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.

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.

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.