Clients Relations Consultant( Jeffreys Bay)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Gqeberha; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a customer service professional to provide advanced product information and handle customer orders and inquiries. The role focuses on resolving issues, maintaining CRM data quality, and building customer relationships through proactive outreach.

The position involves following a multilevel sales script, ensuring compliance with policies, and participating in ongoing capability development to enhance service delivery.

Qualifications

• NQF Level 4 or equivalent educational background.
• Ability to interview customers using a multilevel sales script to clarify requirements.
• Experience in CRM data entry and customer servicing is advantageous.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders, selecting the most appropriate option.
• Respond to basic and advanced customer issues; escalate when needed.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Enter relevant information into the CRM system after each contact with a customer.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer Focus

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

Job description

Job Description

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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.

na

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!