OMF Direct Sales Consultant

<p style="text-align:left"><span class="emphasis-2"><b>Let&#39;s Write Africa&#39;s Story Together!</b></span></p><p style="text-align:left"><span class="emphasis-2">Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. </span></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Job Description</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve small-sized sales targets.<p style="text-align:inherit"></p><p style="text-align:inherit"></p><h1>Responsibilities</h1><h2></h2><h2>Customer Service</h2><p>Carry out standard customer service activities and handle simple customer inquiries.</p><p></p><h2>Solutions Analysis</h2><p>Assess compliance with established standards and protocols for parts of routine inquiries.</p><p></p><h2>Receiving Visitors</h2><p>Receive visitors and assist with various requests for information, referring more complex matters to colleagues.</p><p></p><h2>Branch Operations</h2><p>Enter data into standard branch systems, sorting and filing materials relating to transactions at the counter.</p><p></p><h2>Customer Relationship Management (CRM) Data</h2><p>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.</p><p></p><h2>Customer Needs Clarification</h2><p>Ask the customer to identify which product or service they are interested in purchasing and how they intend to use it.</p><p></p><h2>Customer Relationship Development / Prospecting</h2><p>Greet customers (on incoming calls or in store) and engage them in conversation to build rapport.</p><p></p><h2>Document Preparation</h2><p>Input content into standard templates. Also take responsibility for collating materials and photocopying them.</p><p></p><h2>Business Meetings/Events Arrangement</h2><p>Respond to requests for information about the availability of people or facilities to assist in arranging business meetings.</p><p></p><h2>Operational Compliance</h2><p>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.</p><p></p><h2>Personal Capability Building</h2><p>Develop and maintain excellent skills by participating in assessment and development planning activities as well as formal and informal training and coaching.</p><p></p><p> </p>na<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Skills</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Competencies</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Communicates Effectively<h3></h3><h3></h3>Customer Focus<h3></h3><h3></h3>Ensures Accountability<h3></h3><h3></h3>Instills Trust<h3></h3><h3></h3>Interpersonal Savvy<h3></h3><h3></h3>Optimizes Work Processes<h3></h3><h3></h3>Plans and Aligns<h3></h3><h3></h3><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Education</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Matriculation Certificate (Matric)<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Closing Date</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>12 October 2026 , 23:59<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><i><b>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.</b></i></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><i><span class="emphasis-2"><b>The Old Mutual Story!</b></span></i></p>