OMF Financial Consultant (Vangate)

Old Mutual Limited; Cape Town; On-site; ZAR 167,000 - 279,000; Full time

Job summary

Old Mutual Limited in Cape Town is seeking a sales and customer service professional to advise on a defined range of products to a targeted market. You will be accountable for achieving results through your own efforts and by following a multilevel sales script.

The role focuses on customer service, CRM data accuracy, problem solving, and developing relationships with prospects while ensuring compliance with internal and external standards. High school education required.

Qualifications

• High School (Grade 12) education is required.
• Ability to carry out standard customer service activities and handle inquiries.
• Experience with Customer Relationship Management (CRM) data and notes.

Responsibilities

• Provide customer service and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Ensure CRM data is accurate and notes follow-up actions.
• Interview customers to clarify requirements using a multilevel sales script.
• Develop relationships with allocated potential customers to create sales opportunities.
• Follow mandatory procedures to ensure quality and regulatory compliance.
• Support routine business development tasks and follow established procedures.
• Identify potential customers and gather referrals from existing customers.
• Input data into spreadsheets or standard formats and maintain data quality.
• Demonstrate understanding of networking value across the company.

Skills

Consultative Selling

Customer Service

CRM Data Management

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Software

Strategic Selling

Customer Relationships

Education

High School (Grade 12)

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.

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

High School (Grade 12)

Closing Date

07 September 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! _