Clients Relations Consultant( Jeffreys Bay)

Old Mutual Finance (Pty) Ltd; Gqeberha; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in South Africa seeks a customer service professional to provide a positive experience, give advanced product information, process orders, and resolve customer issues. You will develop relationships, enter data into the CRM, and guide customers to the right channel.

The role emphasizes understanding customer needs, supporting renewals, and complying with company procedures while maintaining high service standards.

Qualifications

• Minimum requirement is Grade 12 or equivalent.
• Experience in customer service is preferred.
• Familiarity with CRM systems is a plus.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders, selecting the best approach.
• Resolve basic and advanced customer issues; escalate when needed.
• Build relationships through calls or in-person interactions to understand needs.
• Enter relevant customer interactions into the CRM to maintain data quality.
• Clarify customer requirements using a multilevel sales script.
• Support renewals with exceptional service.
• Follow organisation policies and procedures to ensure compliance.
• Develop and maintain skills through training and coaching.

Skills

Consultative Selling

Customer Service

Problem Solving

Education

NQF Level 4 - Grade 12

Tools

CRM Software

Job description

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

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.

Responsibilities

• 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; elevate 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.

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 Oriented Communicates Effectively Customer Focus Decision Quality Ensures Accountability Instills Trust Interpersonal Savvy Nimble Learning

Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date 01 November 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.

The Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.

The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.