OMF Direct Sales Consultant

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

16 September 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.

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