OMF Client Relations Consultant (Rustenburg Boitekong)

Old Mutual Limited; Rustenburg; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual Limited in Rustenburg (Boitekong) is seeking a Client Relations Consultant to deliver outstanding customer experiences, manage orders, resolve issues, and build lasting relationships. You will document interactions in the CRM, clarify needs via a structured script, and pursue renewal opportunities to ensure customer retention.

The role emphasizes upselling, data accuracy, and adherence to company policies, with ongoing training to strengthen service delivery and cross-functional

Qualifications

• Matriculation Certificate (Matric).
• Experience in customer service and relationship management is preferred.
• Familiarity with CRM systems and data entry processes.

Responsibilities

• Provide advanced product/service information to customers.
• Record and process customer orders using predefined options.
• Resolve basic and advanced customer issues, including returns and complaints; escalate when needed.
• Make calls to allocate potential customers to develop relationships and be the first contact for queries.
• Enter relevant information into the CRM after each contact to ensure data quality for retention and business development.
• Interview customers to clarify requirements using a multilevel sales script.
• Provide exceptional service to encourage continued use of products/services.
• Learn and follow organizational policies and regulatory codes to ensure compliance.
• Develop and maintain skills through training and coaching.

Skills

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

Education

Matriculation Certificate

Tools

CRM Software

Job description

## OMF Client Relations Consultant (Rustenburg Boitekong)Apply: Rustenburg: Posted Today: JR-84819**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**Matriculation Certificate (Matric)**Closing Date**01 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.***