OMF Financial Consultant (Kathu)

Old Mutual Life Assurance Company (SA) Ltd (PFA)

Kathu

On-site

ZAR 210,000 - 330,000

Full time

3 days ago

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Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Kathu invites applications for a Customer Service and CRM-focused position. You will handle inquiries, maintain accurate customer records, and support sales prospects.

Key duties include complying with standards, visiting clients, and developing relationships through follow-up calls while following mandatory procedures to ensure quality and regulatory compliance. Closing 02 November 2026 at 23:59.

Qualifications

NQF Level 5 or higher certificate or equivalent.
Strong communication and consultative selling skills.
Ability to build relationships and manage customer inquiries.

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, referring more complex matters.
Ensure CRM data accuracy and note follow-up actions.
Interview the customer to clarify requirements using a multilevel sales script.
Make calls to allocated potential customers to develop relationships.
Follow mandatory procedures to ensure quality and regulatory compliance.
Carry out routine business development support tasks following procedures.
Identify potential customers by obtaining information and referrals.
Input data into spreadsheets or standard formats.
Demonstrate understanding of networking value within the company.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Identifying Customer Needs

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

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

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.