OMF Client Relations Consultant (M/Plain Westegate Shopping Centre)

Let's Collaborate to Tell Africa's Story! Old Mutual firmly believes in the potential of Africa, and our varied talent embodies this conviction.

Job Description
To ensure a positive customer experience by being attentive and responsive to customer needs, managing expectations, and providing solutions, including guiding customers to the appropriate channel while adhering to procedural, productivity, and quality standards. Possesses a solid understanding of products and services.

Responsibilities

• Product/Service Information
  Deliver comprehensive information regarding products and services.

• Customer Order Processing
  Record and manage customer orders, choosing the most suitable method based on established options.

• Resolving Customer Issues
  Address basic and complex customer issues, such as returns, exchanges, and complaints; escalate when necessary.

• Customer Relationship Development / Prospecting
  Initiate contact (via phone or in person) with assigned potential customers to cultivate relationships. Serve as the initial point of contact for addressing customer inquiries and complaints.

• Customer Relationship Management (CRM) Data
  Input relevant details into the CRM system after each customer interaction to maintain high-quality data that facilitates effective customer retention and business development efforts.

• Customer Needs Clarification
  Conduct interviews with customers using a multilevel sales script to ascertain their requirements.

• Renewals
  Deliver outstanding service to customers to promote continued engagement with the organization’s products and services.

• Operational Compliance
  Acquire a solid understanding of the organization’s policies and procedures as well as applicable regulatory codes and codes of conduct relevant to your work, ensuring compliance with mandatory processes to uphold required standards.

• Personal Capability Building
  Enhance and maintain strong process or technical skills by participating in assessment and development planning initiatives, along with formal and informal training and coaching.

Skills
Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Centric, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Insight, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling.

Competencies
Action Oriented, Effective Communication, Customer Focus, Decision Quality, Accountability, Trustworthiness, Interpersonal Savvy, Agile Learning.

Education
Matriculation Certificate (Matric)

Closing Date
08 April 2026, 23:59

The selection will be made from the designated group in alignment with Old Mutual South Africa’s Employment Equity Plan and the specific business unit involved.

The Old Mutual Story!
Old Mutual is a leading African financial services organization that provides a wide range of financial solutions to both retail and corporate clients across vital market segments in 14 countries. Our lines of business encompass Life and Savings, Property and Casualty, Asset Management, and Banking and Lending. We are grounded in our mission of Championing Mutually Positive Futures Every Day and are convinced that exceptional customer experiences are rooted in equally exceptional employee experiences.