OMF Client Relations Consultant (Rustenburg Boitekong)

Old Mutual South Africa; Rustenburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused professional to provide exceptional service, understand customer needs, and guide them to the right channels. You will manage orders, resolve issues, and build lasting relationships while maintaining CRM data quality and regulatory compliance.

The role emphasizes proactive engagement, consultative selling, and ongoing personal development within a dynamic financial services environment.

Qualifications

• Proven ability to provide advanced product/service information.
• Ability to process orders and resolve basic to advanced issues.
• Excellent communication and relationship-building skills.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders using predefined options.
• Resolve customer issues including returns and complaints.
• Develop customer relationships via calls and in-person meetings.
• Enter customer interactions into the CRM to ensure data quality.
• Clarify customer needs using multilevel sales scripts.
• Support renewals by delivering exceptional service.
• Adhere to organizational policies and regulatory codes.
• Pursue personal capability development through training.

Skills

Consultative Selling

Customer Relationship Management (CRM)

Customer Service

Data Management

Probing Questions

Upselling

Customer Understanding

Identifying Sales Opportunities

Customer Feedback Management

Digital Consumer Engagement

Sales Data Management

Strengthening Customer Relationships

Customer Complaint Management

Customer-Focused

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.

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; escape 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

• 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.

The Old Mutual Story!