OMF Client Relations Consultant (Bronkhorstspruit)

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

Job summary

Old Mutual Finance (Pty) Ltd is seeking a customer service professional to provide information, process orders and resolve issues. You will engage with customers via calls and in person, build relationships, and maintain CRM data to support retention and business development.

The role emphasizes consultative selling, upselling, and adherence to company policies while delivering high-quality service and accurate data management.

Qualifications

• NQF Level 4 or equivalent and school leaving certificate.
• Proven ability to advise on products and services.
• Experience with customer inquiries, returns and complaints.

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.
• Make calls to allocated potential customers to build relationships.
• Enter customer contact data into CRM after each interaction.
• Clarify customer requirements using a multilevel sales script.
• Provide exceptional service to encourage continued product/service use.
• Follow policies, procedures and regulatory codes in daily work.

Skills

Consultative Selling

Customer Complaint Mgmt

Customer Feedback Mgmt

Customer-Focused

CRM Software

Customer Service

Sales Opportunities

Probing Questions

Upselling

Data Management

Digital Engagement

Relationship Building

Communication

Decision Making

Trust Building

Interpersonal Skills

Adaptability

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 (Required)

Closing Date 19 October 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.