OMF Client Relation Consultant (Tembisa Birch Acres Mall)

Old Mutual Limited; Kempton Park; On-site; ZAR 150,000 - 250,000; Full time

Job summary

Old Mutual Limited in South Africa seeks a customer-focused professional to provide advanced product and service information, handle orders, and respond to inquiries with empathy and accuracy.

You will manage CRM data, build relationships, and identify sales opportunities while ensuring compliance and quality standards. The role emphasizes continuous learning and delivering exceptional customer experiences across channels.

Qualifications

• Experience in customer service and sales support within financial services.
• Ability to follow multilevel scripts, clarify customer needs and manage expectations.
• Comfort with using CRM data to drive retention and business development.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders, selecting appropriate options.
• Respond to basic and advanced customer issues; escalate when needed.
• Develop relationships with allocated customers via calls and in-person meetings.
• Enter contact data into the CRM after each interaction.
• Clarify customer requirements using a structured script.
• Provide exceptional renewals and ongoing service.
• Adhere to policies, procedures and regulatory codes.
• Participate in training and development to maintain skills.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

Data Management

Digital Consumer Engagement

Identifying Sales Opportunities

Probing Questions

Sales Data Management

Upselling

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

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; escalte 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 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 (Required)

Closing Date

03 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! _