OMF Client Relations Consultant (Botlokwa)

Old Mutual Limited; Molemole Local Municipality; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking a customer-facing representative to provide expert product information, process orders, and resolve issues with a focus on quality and compliance.

You will build relationships, capture CRM data after each contact, and support renewals while spotting sales opportunities in a dynamic, service-driven environment.

Qualifications

• Education: Grade 12 or equivalent required.
• Experience in customer service and sales is advantageous.
• Proven ability to manage customer interactions with empathy.

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 relationships with allocated potential customers via calls or in-person visits.
• Enter CRM data after each contact to maintain high-quality records.
• Clarify customer requirements using a multilevel sales script.
• Support renewals and overall customer satisfaction.

Skills

Consultative Selling

Customer Service

CRM Software

Customer Relationship Management

Data Management

Probing Questions

Upselling Competencies

Digital Engagement

Customer Focus

Interpersonal Savvy

Decision Quality

Education

Grade 12 / NCV / National Certificate or equivalent

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; 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.

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 25 August 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.