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OMF Direct Sales Consultant-1

OMF Direct Sales Consultant-1

Old MutualZA
30+ days ago
Job description

Job title : OMF Direct Sales Consultant-1

Job Location : Western Cape,

Deadline : September 29, 2025

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Job Description

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

    • Responsibilities

    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.

    • Skills

    Competencies

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

    • Education

  • Matriculation Certificate (Matric)

    • Closing Date

  • 01 September 2025

    • EndFragment

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