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OMF Direct Sales Consultant

Old Mutual

Pinelands · On-site · Full-time · Posted 05 Oct 2026

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About this role

Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionProvides specialist knowledge and executes account development strategies and sales business plans in order to achieve small-sized sales targets.ResponsibilitiesCustomer ServiceCarry out standard customer service activities and handle simple customer inquiries.Solutions AnalysisAssess compliance with established standards and protocols for parts of routine inquiries.Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.Branch OperationsEnter data into standard branch systems, sorting and filing materials relating to transactions at the counter.Customer Relationship Management (CRM) DataEnter 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 ClarificationAsk the customer to identify which product or service they are interested in purchasing and how they intend to use it.Customer Relationship Development / ProspectingGreet customers (on incoming calls or in store) and engage them in conversation to build rapport.Document PreparationInput content into standard templates. Also take responsibility for collating materials and photocopying them.Business Meetings/Events ArrangementRespond to requests for information about the availability of people or facilities to assist in arranging business meetings.Operational ComplianceFollow 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 BuildingDevelop and maintain excellent skills by participating in assessment and development planning activities as well as formal and informal training and coaching. naSkillsCall 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 RelationshipsCompetenciesCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyOptimizes Work ProcessesPlans and AlignsEducationNQF Level 3 & NQF Level 2 - Below school leavingClosing Date10 October 2026 , 23:59The 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!

CRMSalesExcelAIUI
LOCATION
Pinelands
WORK MODE
On-site
JOB TYPE
Full-time
POSTED
05 Oct 2026

Source: Old Mutual Careers

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