OMF Client Relations Consultant (Howick)

Old Mutual South Africa; Howick; In loco; ZAR 180.000 - 280.000; Tempo pieno

Descrizione del lavoro

Old Mutual South Africa is seeking a customer service professional to provide advanced product information, process orders, and resolve issues while building strong customer relationships. The role involves CRM data entry, needs clarification, and proactive follow-ups to maintain loyal customers across multiple channels.

The successful candidate will work within a structured process, follow regulatory codes, and demonstrate strong communication and problem-solving skills to drive customer

Competenze

• Experience in consultative selling and customer service operations.
• Proficient with CRM software and data management.

Mansioni

• Provide advanced product/service information to customers.
• Record and process customer orders, selecting predefined options.
• Resolve basic and advanced customer issues, including returns and complaints.
• Develop customer relationships by making calls and nurturing leads.
• Enter customer interactions into CRM for quality data.
• Clarify customer needs using a multilevel sales script.
• Provide exceptional service to encourage continued use of products/services.

Descrizione del lavoro

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.

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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!