OMF Direct Sales Consultant

Old Mutual South Africa; Cape Town; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking a Branch Sales Support professional in Cape Town. You will execute account development strategies and sales plans while delivering standard customer service and handling routine inquiries.

Responsibilities include data entry, CRM updates, customer needs identification, and arranging meetings. This role emphasizes regulatory adherence and ongoing capability development through training.

Qualifications

• Experience in customer service and basic CRM use.
• Ability to handle routine inquiries and data entry.
• Familiarity with branch operations and document templates.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with information requests.
• Enter data into branch systems and file materials.
• Record customer names and addresses in the CRM at the point of purchase for follow-up actions.
• Identify customer needs and discuss products or services they are interested in purchasing.
• Greet customers and engage in conversation to build rapport.
• Prepare documents using standard templates and photocopying them.
• Arrange meetings by providing information on availability of people or facilities.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Participate in assessment and development or training activities.

Skills

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Optimizes Work Processes

Plans and Aligns

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

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!