OMF Client Relations Consultant (Rustenburg Boitekong)

Old Mutual Finance (Pty) Ltd; Rustenburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa in Rustenburg is seeking a Customer Service Advisor to provide a positive experience, handle orders and resolve issues while guiding customers to the right channels.

You will use CRM to log interactions, pursue sales opportunities, and build relationships with potential clients through calls or in-person meetings.

A Matric certificate is required; a client-focused, consultative approach and strong communication are essential for success.

Qualifications

• Matriculation is required.

Responsibilities

• Provide advanced product/service information.
• 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; escalate appropriately.
• Make calls to allocated potential customers to develop relationships and provide a first contact for resolving queries.
• Enter relevant information into the CRM system after each contact with a customer to ensure quality data.
• Interview the customer to clarify requirements following a multilevel sales script.
• Provide exceptional service to encourage continued use of products/services.
• Develop working knowledge of policies and procedures and regulatory codes, adhering to mandatory standards.
• Develop and maintain process or technical skills via training and coaching.

Skills

Consultative Selling

Customer Service

CRM Software

Upselling

Identifying Sales Opportunities

Probing Questions

Data Management

Education

Matriculation Certificate

Job description

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; 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

• 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!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.