OMF Financial Consultant (Polokwane Landdros Mare)

EdUpStairs; Polokwane; On-site; ZAR 67,000 - 134,000; Part time

Job summary

Old Mutual is seeking an intern to support customer service and CRM data activities in a structured internship program in Polokwane, Limpopo. You will engage with customers, follow scripts to clarify needs, and assist with data entry and routine sales tasks.

Responsibilities include handling inquiries, maintaining accurate CRM records, and supporting business development efforts while learning regulatory and quality standards in a dynamic environment.

Qualifications

• Experience in customer-facing roles is advantageous.
• Strong communication and active listening skills.
• Ability to follow scripts and document customer interactions.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries (CRM-ready).
• Assess compliance with standards and protocols for routine inquiries.
• Receive visitors and assist with information requests; escalate complex matters.
• Ensure customer details in CRM are accurate and notes of follow-up actions are recorded.
• Interview customers to clarify requirements using a multilevel sales script.
• Make calls to allocated potential customers to develop relationships and be the first contact for queries.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and follow established processes.
• Identify potential customers via referrals and information gathering.
• Select data from information provided and input into spreadsheets.
• Engage in networking to leverage a network of people and ideas.

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

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!

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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