OMF Financial Consultant (Bellville)

EdUpStairs; Cape Town; On-site; ZAR 120,000 - 180,000; Part time

Job summary

Old Mutual South Africa is offering a Forklift INTERN internship focused on customer service, data accuracy in CRM, and building client relationships. You will handle inquiries, document follow-ups, and support sales through prospecting and data management.

Applicants will interview customers, clarify needs, and work within compliance standards while developing business relationships and contributing to routine development tasks.

Qualifications

• Proven ability to provide excellent customer service and handle inquiries.
• Familiarity with CRM systems and data entry.
• Ability to follow scripts and document customer interactions.

Responsibilities

• Provide customer service and resolve simple inquiries.
• Assess customer needs using a structured script.
• Receive visitors and direct them to appropriate teams.
• Maintain accurate CRM data and document follow-up actions.
• Develop customer relationships and identify opportunities.
• Follow compliance procedures and quality standards.
• Support business development and sales tasks.
• Identify potential customers through referrals and outreach.
• Input data into standard formats and spreadsheets.
• Engage in networks to support information flow and opportunities.

Skills

Consultative selling

Customer feedback management

Customer-focused

Customer service

Customer understanding

Evaluating information

Identifying customer needs

Identifying sales opportunities

Oral communications

Probing questions

Qualifying prospects

Sales data management

Sales software

Strategic selling

Strengthening customer relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Let's Write Africa's Story Together!

Discover more Forklift INTERN Intern

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Browse Careers Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Responsibilities

Customer Service

Carry out standard customer service activities and handle simple customer inquiries.

Solutions Analysis

Assess compliance with established standards and protocols for routine inquiries.

Receiving Visitors

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Customer Relationship Management (CRM) Data

Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.

Customer Needs Clarification

Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

Customer Relationship Development / Prospecting

Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Operational Compliance

Follow a range of mandatory procedures 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.

Business Development

Carry out routine business development support tasks and assist others by following established procedures.

Sales Opportunities Creation

Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Data Exploration

Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

Network of Influence

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

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Skills

Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

15 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.

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