OMF Direct Sales Consultant
Salary
Not disclosed
Job Type
full time
Posted
about 4 hours ago
Closing date
7 Aug 2026
Job Description
Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve small-sized sales targets.
Key Responsibilities
- Carry out standard customer service activities and handle simple customer inquiries.
- Assess compliance with established standards and protocols for parts of routine inquiries.
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
- Enter data into standard branch systems, sorting and filing materials relating to transactions at the counter.
- Enter customer name and address into the CRM system at point of purchase.
- Ask the customer to identify which product or service they are interested in purchasing and how they intend to use it.
- Greet customers (on incoming calls or in store) and engage them in conversation to build rapport.
- Input content into standard templates, collate materials and photocopy them.
- Respond to requests for information about the availability of people or facilities for business meetings.
- Follow mandatory procedures to ensure adherence to quality standards and compliance codes.
- Develop and maintain skills through training and coaching.
Requirements
- Matriculation Certificate (Matric)
About the employer
Old Mutual
Old Mutual is a hiring organisation operating in Cape Town within the finance sector. They are currently recruiting for the OMF Direct Sales Consultant role advertised on this page. Visit the official application link for more about the company, its culture and the team you would be joining.
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