OMF Client Relations Consultant ( Mutual Park)

Old Mutual; Wes-Kaap; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in South Africa seeks a Customer Service Representative to enhance customer relationships and provide exceptional service. Responsibilities include processing customer orders, resolving queries, and maintaining CRM data. Candidates must have strong consultative selling skills and NQF Level 3 education. This role focuses on building customer loyalty and compliance with organizational standards.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders.
• Respond to basic and advanced customer issues.
• Make calls to allocated potential customers.
• Enter relevant information into the CRM system.
• Interview customers to clarify requirements.
• Provide exceptional service to encourage renewals.
• Develop working knowledge of organizational policies.
• Participate in training for personal capability building.

Skills

Consultative Selling

Customer Complaint Management

Customer Relationship Management (CRM) Software

Digital Consumer Engagement

Identifying Sales Opportunities

Upselling

Education

NQF Level 3

NQF Level 2 - Below school leaving

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

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

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 December 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.

The Old Mutual Story!