OMF Client Relations Consultant (Kimberley Diamond Pavilion)

Old Mutual Limited; Noord-Kaap; On-site; ZAR 220,000 - 320,000; Full time

Job summary

Old Mutual Limited in Kimberley is seeking an OMF Client Relations Consultant to deliver a positive customer experience by understanding needs and offering solutions within policy guidelines. You will handle product information, process orders, resolve issues, and build relationships with customers and prospects.

Responsibilities include CRM data entry, needs clarification using a multilevel sales script, and driving renewals with excellent service.

Qualifications

• Consultative selling and customer service excellence are expected.
• Ability to handle diverse customer scenarios and resolve issues.
• CRM data entry and accurate record-keeping required.

Responsibilities

• Provide advanced product/service information to customers.
• Record and process customer orders with appropriate options.
• Respond to basic and advanced customer issues; escalate when needed.
• Make calls to potential customers to develop relationships.
• Enter relevant information into the CRM system after each contact.
• Interview customers to clarify requirements using a multilevel sales script.
• Provide exceptional service to encourage renewals.
• Develop knowledge of policies and regulatory requirements; follow procedures.
• Participate in assessment and development activities to build capabilities.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

Customer Service

Customer Service Operations

Customer Understanding

Data Management

Digital Consumer Engagement

Identifying Sales Opportunities

Probing Questions

Sales Data Management

Strengthening Customer Relationships

Upselling

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Tools

CRM Software

Job description

OMF Client Relations Consultant (Kimberley Diamond Pavilion)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### OMF Client Relations Consultant (Kimberley Diamond Pavilion)Apply: Kimberley: Full time: Posted Today: JR-84680**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 InformationProvide advanced product/service information.## Customer Order ProcessingRecord and process customer orders, selecting the most appropriate approach based on predefined options.## Resolving Customer IssuesRespond to basic and advanced customer issues, such as returns, exchanges, and complaints; escalate appropriately.## Customer Relationship Development / ProspectingMake 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) DataEnter 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 ClarificationInterview the customer, following a multilevel sales script, to clarify the customer's requirements.## RenewalsProvide exceptional service to customers to encourage continued use of the organization's products/services.## Operational ComplianceDevelop 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 BuildingDevelop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.na**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**29 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.***