OMF Direct Sales Consultant

oldmutual; Pretoria; On-site; ZAR 167,000 - 279,000; Full time

Job summary

Old Mutual is seeking a telesales agent to promote Old Mutual Finance products to individual clients in the micro-lending mass market from Pretoria. You will handle outbound and inbound calls, gather client information and finalise loan applications telephonically while adhering to productivity standards and compliance rules.

The role requires Grade 12 and at least 6 months in Sales/Call Centre within Financial services, with strong communication and time management skills to contribute to

Qualifications

• Minimum Requirements: Grade 12.
• Minimum 6 months Sales / Call Centre experience within a Financial/Sales/Retail environment.

Responsibilities

• Make outbound calls in accordance with predetermined schedules and gather relevant information.
• Receive inbound calls and finalise call at point of contact where possible.
• Deal with clients' queries via telephone in adherence with productivity standards.
• Finalise complete loan applications telephonically.
• Telesales of Old Mutual Finance products to individual clients.

Skills

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Optimizes Work Processes

Plans and Aligns

Education

Matriculation Certificate (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

Responsible for telesales of Old Mutual Finance products to individual clients in the micro-lending mass market. Maintains relationships with internal and external stakeholders and adheres to business, process and compliance rules. Requires adaptability and the ability to perform under pressure as well as exceptional interaction, time management and telephonic skills.

Client Service Delivery

• Makes outbound calls in accordance with predetermined schedules and gathers relevant information.
• Receives inbound calls
• Finalises call at point of contact where possible
• Deals with clients queries via telephone in adherence with productivity standards
• Finalises complete loan application telephonically

Compliance

Adheres to service and quality standards.

Marketing

Telesales of OMF products to individual clients.

Personal Effectiveness

Accountable for productivity delivery through own efforts.

Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.

Accountable for individual sales targets, branch operations and service delivery through own efforts

Makes increased contributions by broadening individual skills.

Minimum Requirements

Grade 12

Minimum 6 months Sales / Call Centre experience within a Financial/Sales/Retail environment.

Client Focus

• Gaining Commitment
• Initiating Action
• Ownership
• Technical Knowledge

Competencies

• Collaboration (Relating)
• Leading with Influence
• Customer First
• Execution
• Strategic
• Innovation (Perspective)
• Personal Mastery (Learning)
• na

Skills

Competencies

• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Optimizes Work Processes
• Plans and Aligns

Education

Matriculation Certificate (Matric) (Required)

Closing Date

22 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.

The Old Mutual Story!