OMF Direct Sales Consultant
Old Mutual LimitedSouth Africa1 day ago
Job descriptionLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description naProvides specialist knowledge and executes account development strategies and sales business plans in order to achieve small-sized sales targets.# Responsibilities## ## Customer 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. Skills Competencies Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Optimizes Work Processes### ### Plans and Aligns### ### Education Closing Date 06 November 2025 , 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! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
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Sales Consultant • South Africa
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