Relationship & Customer Solutions Consultant

Old Mutual Finance (Pty) Ltd; Rustenburg; On-site; ZAR 360,000 - 480,000; Full time

Job summary

Old Mutual Finance (Pty) Ltd in South Africa seeks a customer service professional to deliver a positive experience by being helpful and sensitive to customer needs, managing expectations, and providing solutions, including directing customers to the correct channel in line with procedures.

The role emphasizes product knowledge, order processing, issue resolution, CRM data entry, and proactive relationship development. Closing date: 10 November 2026.

Qualifications

• NQF Level 3 and/or Level 2 education as stated.
• Strong customer service and relationship-building skills.
• Experience using CRM software.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders using predefined options.
• Resolve basic and advanced customer issues, such as returns and complaints.
• Make calls to allocated potential customers to develop relationships.
• Provide a first point of contact for resolving customer queries and complaints.
• Enter relevant information into the CRM after each contact with a customer to ensure quality data.
• Clarify customer needs using a multilevel sales script.
• Provide exceptional service to encourage continued use of products/services.
• Develop knowledge of policies and regulatory codes relevant to work.
• Participate in assessment and development planning activities and training.

Education

NQF Level 3 or 2

Job description

Old Mutual Finance (Pty) Ltd in South Africa seeks a customer service professional to deliver a positive experience by being helpful and sensitive to customer needs, managing expectations, and providing solutions, including directing customers to the correct channel in line with procedures.

The role emphasizes product knowledge, order processing, issue resolution, CRM data entry, and proactive relationship development. Closing date: 10 November 2026.