OMF Client Relations Consultant (Howick)

Old Mutual Finance (Pty) Ltd; Howick; On-site; ZAR 120,000 - 180,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd is seeking a customer service representative to deliver a positive experience, provide product information, and manage inquiries with a focus on accuracy and adherence to procedures. The role includes processing orders, handling returns, and escalating complex issues when necessary.

You will use CRM tools to enter data after each contact, qualify needs via a structured script, and seek opportunities to renew and upsell services.

Qualifications

• NQF Level 3 & NQF Level 2 - Below school leaving.

Responsibilities

• Provide advanced product/service information and resolve customer issues including returns and complaints.
• Record and process customer orders, guiding based on predefined options.
• Enter customer interactions into the CRM to support retention and business development.
• Build relationships with potential customers via phone or in person to support inquiries and upsell where appropriate.

Skills

Consultative Selling, Customer Service

Education

NQF Level 3 & Level 2 - Below school leaving

Tools

CRM Software

Job description

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 3 & NQF Level 2 - Below school leaving

Closing Date 11 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!

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.