OMF Direct Sales Consultant

The Old Mutual Story!

About Old Mutual

• Let's Write Africa's Story Together!
• Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Responsibilities

• 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.
• (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. na

Requirements

• Competencies Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Optimizes Work Processes Plans and Aligns Education Closing Date 10 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.