OMF Financial Consultant (Polokwane Landdros Mare)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Polokwane; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is recruiting for a customer-facing role in Polokwane. You will advise on a range of products, handle basic inquiries, and manage CRM data while developing relationships with potential customers.

The position involves following scripts, documenting follow-ups, and ensuring adherence to internal and external standards. Applicants should have Grade 12 or NQF4 and strong communication skills.

Qualifications

• NQF Level 4 or Grade 12 with relevant local certification.
• Strong communication and customer-facing skills.
• Ability to follow sales scripts and document activities.

Responsibilities

• Provide product and service information to allocated customers.
• Handle inquiries and resolve basic customer questions.
• Capture accurate customer data and document follow-ups in CRM.
• Develop relationships with potential customers through outreach.
• Follow compliance procedures and company policies in all interactions.
• Assist with business development tasks and data entry as needed.

Skills

Consultative Selling

Customer Service

CRM Data Management

Prospecting

Communication Skills

Problem Solving

Education

Grade 12

NQF Level 4

Tools

CRM Software

MS Excel

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.
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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 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

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.

The Old Mutual Story!