OMF Client Relations Consultant (Centurion)
Salary
Not disclosed
Job Type
full time
Posted
about 21 hours ago
Closing date
19 Jul 2026
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.
Key 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 (by telephone or in person) 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 system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
- 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.
- 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.
Requirements
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required).
About the employer
Old Mutual
Old Mutual is a hiring organisation operating in Pretoria within the finance sector. They are currently recruiting for the OMF Client Relations Consultant (Centurion) role advertised on this page. Visit the official application link for more about the company, its culture and the team you would be joining.
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