OMF Client Relations Consultant (Branch)

Old Mutual; Polokwane; On-site; ZAR 150 000 - 200 000; Full time

Job summary

A leading South African financial services firm in Polokwane is seeking candidates to provide exceptional customer service and sales support. Responsibilities include handling customer inquiries and complaints, recording orders, and maintaining CRM data. Candidates should have NQF Level 3 education and be skilled in consultative selling. The position offers opportunities for professional development within a supportive team environment.

Qualifications

• Experience in consultative selling and customer service is required.
• Familiarity with CRM software is essential.
• Ability to handle customer complaints effectively.

Responsibilities

• Provide advanced product/service information.
• Record customer orders and process customer complaints.
• Make calls to potential customers to develop relationships.
• Enter customer information into the CRM system.

Skills

Consultative Selling

Customer Complaint Management

Customer Relationship Management (CRM) Software

Customer Service

Upselling

Education

NQF Level 3

NQF Level 2 - Below school leaving

Job description

Overview

Let's Write Africa's Story Together!

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

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.
• 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.
• 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.
• Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
• Provide exceptional service to customers to encourage continued use of the organization's products/services.
• 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.
• 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 3 & NQF Level 2 - Below school leaving

Closing Date

11 November 2025 , 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!