OMF Client Relations Consultant (Matatiele)

Old Mutual Finance (Pty) Ltd; Matatiele; On-site; ZAR 156,000 - 257,000; Full time

Job summary

Old Mutual, a premium African financial services organisation, seeks a customer-focused professional to enhance the customer experience. You will provide information, process orders, and resolve issues while building relationships with prospective clients.

Responsibilities include CRM data entry, needs clarification via scripted dialogue, and ensuring compliance with policies. This role emphasizes service excellence and ongoing personal development.

Qualifications

• Matriculation certificate required.
• Experience in customer service or CRM environments preferred.
• Strong communication and problem-solving skills.

Responsibilities

• Provide advanced product/service information to customers.
• Record and process customer orders, selecting the best approach.
• Resolve customer issues (returns, exchanges, complaints) and escalate where needed.
• Make calls to potential customers to develop relationships and be the first contact for queries.
• Enter accurate data into the CRM after each customer contact to ensure quality data.
• Interview customers to clarify requirements using a multilevel sales script.
• Deliver exceptional service to encourage continued use of products/services.
• Follow organizational policies and regulatory codes to maintain compliance.
• Develop and maintain skills through training and coaching.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

CRM Software

Customer Service

Sales Opportunities

Probing Questions

Relationship Building

Education

Matriculation Certificate (Matric)

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.

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

Matriculation Certificate (Matric)

Closing Date 08 October 2026 , 23:59

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.