OMF Client Relations Consultant (Volkrust)

Old Mutual Finance (Pty) Ltd; Volksrust; On-site; ZAR 180,000 - 210,000; Full time

Job summary

Old Mutual South Africa is hiring for a customer service and sales-oriented role focused on delivering excellent customer experiences. You will provide product information, process orders, resolve issues, and build relationships with customers.

You will also manage customer data in the CRM, clarify requirements with a sales script, and participate in ongoing training while upholding company policies and regulatory standards.

Qualifications

• NQF Level 4 or higher (Grade 12) or equivalent required.
• Experience in customer service and sales providing product information.
• Ability to handle returns, exchanges and complaints and resolve them efficiently.

Responsibilities

• Provide advanced product/service information to customers.
• Record and process customer orders using predefined options.
• Address basic and advanced customer issues, escalate where needed.
• Make calls to develop relationships with potential customers.
• Enter customer interaction data into the CRM system for quality data.
• Interview customers to clarify requirements using a sales script.
• Deliver exceptional service to encourage ongoing product usage.
• Follow organizational policies and regulatory codes in daily tasks.
• Participate in training and coaching to build skills.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer Service

CRM Software

Data Management

Digital Consumer Engagement

Identifying Sales Opportunities

Probing Questions

Upselling

Interpersonal Savvy

Nimble Learning

Decision Quality

Communicates Effectively

Customer Focus

Teamwork

Education

NQF Level 4 - Grade 12

Tools

CRM Software

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.

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

27 September 2026 , 23:59

Appointment

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.

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.