OMF Client Relations Consultant (Fourways Mall)

Old Mutual South Africa; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services provider in Johannesburg seeks a customer-focused professional to enhance customer experience by addressing needs and processing orders. Responsibilities include providing advanced product information, managing customer relationships, and ensuring operational compliance. Ideal candidates should demonstrate strong communication and accountability skills, with an emphasis on customer focus. This position offers a dynamic environment for personal and professional growth.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders.
• Respond to basic and advanced customer issues.
• Make calls to develop customer relationships.
• Enter relevant information into the CRM system.
• Interview customers to clarify requirements.
• Encourage continued use of the organization's products/services.
• Adhere to the organization's policies and procedures.
• Participate in training and coaching.

Skills

Action Oriented

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Instills Trust

Interpersonal Savvy

Nimble Learning

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; escalate 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 & Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Nimble Learning

Education

Closing Date: 28 September 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.