OMF Direct Sales Consultant

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve small-sized sales targets.

• Customer Service:
  Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis:
  Assess compliance with established standards and protocols for parts of routine inquiries.
• Receiving Visitors:
  Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Branch Operations:
  Enter data into standard branch systems, sorting and filing materials relating to transactions at the counter.
• Customer Relationship Management (CRM) Data:
  Enter customer name and address into the CRM system at point of purchase to ensure that the organization has the relevant information to support follow-up sales and service actions.
• Customer Needs Clarification:
  Ask the customer to identify which product or service they are interested in purchasing and how they intend to use it.
• Customer Relationship Development / Prospecting:
  Greet customers (on incoming calls or in store) and engage them in conversation to build rapport.
• Document Preparation:
  Input content into standard templates. Also take responsibility for collating materials and photocopying them.
• Business Meetings/Events Arrangement:
  Respond to requests for information about the availability of people or facilities to assist in arranging business meetings.
• Operational Compliance:
  Follow a straightforward mandatory procedure 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.
• Personal Capability Building:
  Develop and maintain excellent skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

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Call Management, Client Needs Analysis, Concierge Services, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Delivery, Data Compilation, Data Management, Oral Communications, Presenting Solutions, Probing Questions, Sales Data Management, Strengthening Customer Relationships

• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Optimizes Work Processes
• Plans and Aligns

NQF Level 3 & NQF Level 2 - Below school leaving

20 August 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.