OMF Financial Consultant (OMF Hammarsdale)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Mpumalanga; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a dynamic Customer Service/Sales Support professional to join our team in South Africa. You will handle standard customer inquiries, perform CRM data maintenance, and support business development activities following established procedures.

You will interview customers, clarify requirements with a multilevel sales script, and help resolve queries as the first point of contact while adhering to compliance rules and internal codes of

Qualifications

• Experience in customer service and sales support.
• Ability to follow scripts and conduct needs clarification.
• Familiar with CRM data entry and basic data management.
• Compliance with internal and external codes.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and refer complex matters to colleagues.
• Maintain accurate CRM data and note follow-up actions.
• Interview customers to clarify requirements using a sales script.
• Engage in business development support tasks and follow established procedures.
• Identify potential customers and create sales opportunities.
• Input data into spreadsheets and use data exploration.
• Build and participate in a network of influence.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Provide first point of contact for queries and complaints.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

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.
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Skills

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer FocusEnsures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

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.