OMF Client Relations Consultant (Rustenburg Boitekong)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Rustenburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a results-driven customer service professional in Rustenburg. You will provide product information, process orders, answer inquiries, and resolve issues while directing customers to the appropriate channel with accuracy and empathy.

The role emphasizes CRM data management, relationship building, and compliant operations. A Matric certificate is required, with training and development opportunities offered to enhance product knowledge

Qualifications

• Matric certificate required; customer service or sales experience preferred.
• Ability to manage customer expectations with solutions.
• Strong communication and CRM literacy.
• Integrity with adherence to policies.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders.
• Resolve basic and advanced customer issues, including returns and complaints.
• Develop customer relationships; prospect potential clients.
• Enter data into CRM after each contact.
• Clarify customer needs using a multilevel sales script.
• Provide exceptional renewals and service.
• Understand regulatory codes and procedures.
• Participate in training and coaching.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

Customer Relationship Management (CRM)

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 (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.

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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!