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 advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.ResponsibilitiesCustomer ServiceCarry out standard customer service activities and handle simple customer inquiries.
Solutions AnalysisAssess compliance with established standards and protocols for routine inquiries.
Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) DataEnsure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / ProspectingMake calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational ComplianceFollow a range of mandatory procedures 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.
Business DevelopmentCarry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities CreationIdentify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data ExplorationSelect appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of InfluenceDemonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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Skills
Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer RelationshipsCompetencies
Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages ComplexityEducation
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date
24 June 2026 , 23:59The 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!
Skills Required
- NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent
- Consultative selling
- Customer service and customer-focused skills
- Experience using CRM systems and maintaining CRM data
- Ability to input and manage data in spreadsheets or standard formats
- Sales software familiarity
- Strong oral communication and interpersonal skills
- Ability to identify customer needs and sales opportunities
- Adherence to operational compliance and internal/external procedures
What We Do
Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica
