Omf Client Relations Consultant (Howick)

Old Mutual; Auckland; On-site; NZD 45,000 - 65,000; Full time

Job summary

Old Mutual is seeking a customer-focused professional to deliver advanced product information, guide customers through processes, and resolve inquiries with sensitivity and accuracy.

You will record and process orders, manage CRM data after each contact to ensure quality data, and develop lasting relationships by identifying opportunities and providing timely, practical solutions that enhance customer satisfaction and loyalty.

Qualifications

• Strong consultative selling and customer feedback management required.
• Experience with CRM data entry and data management.
• Ability to identify sales opportunities and upsell while delivering service.

Responsibilities

• Provide advanced product/service information to customers.
• Record and process customer orders using predefined options.
• Respond to basic and advanced customer issues including returns and complaints.
• Develop customer relationships and prospect new clients via calls.
• Enter CRM data after each contact to maintain quality data.
• Clarify customer needs using a multilevel sales script.
• Provide exceptional service to encourage renewals.
• Develop knowledge of policies, procedures and regulatory codes.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

CRM Software

Customer Service

Customer Service Operations

Customer Understanding

Data Management

Digital Consumer Engagement

Identifying Sales Opportunities

Probing Questions

Sales Data Management

Strengthening Customer Relationships

Upselling

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Job description

Description

To provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Has a good understanding of products and services.

Product/Service Information

Provide advanced product/service information.

Customer Order Processing

Record and process customer orders, selecting the most appropriate approach based on predefined options.

Resolving Customer Issues

Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escape appropriately.

Customer Relationship Development / Prospecting

Make 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.

Customer Relationship Management (CRM) Data

Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.

Customer Needs Clarification

Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

Renewals

Provide exceptional service to customers to encourage continued use of the organization's products/services.

Operational Compliance

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

Personal Capability Building

Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

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Skills

Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

Action OrientedCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityInstills TrustInterpersonal SavvyNimble Learning

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Closing Date

11 November 2026 , 23:59