OMF Client Relations Consultant (Volkrust)

Old Mutual South Africa
KwaZulu-Natal
Full-time
Posted 1 hour ago
Full-time Customer Service & Call Centre
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Job Description

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

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

Closing Date

  • 03 November 2026

Interested in this role?

You'll apply on Old Mutual South Africa's own site before 30 March 2027. Put your most relevant experience at the top of your CV first.

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Job details
Job TypeFull-time
LocationKwaZulu-Natal
CategoryCustomer Service & Call Centre
Posted30 October 2026
Closing Date30 March 2027
Old Mutual South Africa
KwaZulu-Natal

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