OMF Client Relations Consultant (Rustenburg)

EdUpStairs; Rustenburg; In loco; ZAR 180.000 - 240.000; Tempo pieno

Descrizione del lavoro

Old Mutual is seeking a customer-centric professional to deliver superior service, process orders, resolve issues and nurture relationships with clients. You will capture data in CRM, follow scripted interactions, and pursue renewals while upholding regulatory and quality standards.

The role emphasizes consultative selling, clear communication and proactive problem-solving to enhance customer satisfaction and business development outcomes.

Competenze

• Experience in customer service and sales environments is preferred.
• Knowledge of CRM systems and data entry practices.
• Ability to follow scripted processes and guidelines.

Mansioni

• Provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions.
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; elevate appropriate.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Enter relevant information into the CRM system after each contact to ensure quality data.
• Interview the customer following a multilevel sales script to clarify requirements.
• Provide exceptional service to encourage continued use of products/services.
• Develop working knowledge of organizational policies, procedures and regulatory codes; ensure standards are met.
• Develop and maintain process or technical skills through training and coaching.

Conoscenze

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

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

Formazione

NQF Level 3 & NQF Level 2 - Below school leaving

Descrizione del lavoro

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.

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 appropriate.

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 OrientedCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityInstills TrustInterpersonal SavvyNimble Learning

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Closing Date

10 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 firm believer in the African opportunity and our diverse talent reflects this.