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

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

Education

• Matriculation Certificate (Matric)

Closing Date

10 June 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.