OMF Financial Consultant ( Polokwane Devenish)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Polokwane; On-site; ZAR 89,000 - 134,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) invites you to join a role focused on advising a defined market on a range of products, delivering exceptional customer service and building lasting relationships.

You will handle inquiries, perform solutions analysis, maintain CRM data, and identify sales opportunities while adhering to regulatory standards and internal codes of conduct. Closing date 14 November 2026.

Qualifications

• Minimum required NQF Level 4 or equivalent.
• Strong customer service and consultative selling skills.
• Experience with CRM and following multilevel sales scripts.

Responsibilities

• Provide customer service and handle simple inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with information requests with referrals for complex matters.
• Input and maintain customer data in CRM, noting follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Develop customer relationships and identify sales opportunities via calls or in-person visits.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Assist with routine business development tasks and sales opportunities.

Skills

Consultative Selling

Customer Service

Customer Relationship Management

Customer Understanding

Probing Questions

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Qualifying Prospects

Data Exploration

Network of Influence

Customer Feedback Management

Identifying Customer Needs

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

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

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.

na

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 Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

14 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!