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. **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. na **Skills** 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 **Competencies** Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Optimizes Work Processes Plans and Aligns **Education** NQF Level 3 & NQF Level 2 - Below school leaving **Closing Date** 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.**_ _**The Old Mutual Story!**_