Client Success & Consultative Sales Pro

Old Mutual; Auckland; On-site; NZD 45,000 - 65,000; Full time

Job summary

Old Mutual is seeking a customer-focused professional to deliver advanced product information, guide customers through processes, and resolve inquiries with sensitivity and accuracy.

You will record and process orders, manage CRM data after each contact to ensure quality data, and develop lasting relationships by identifying opportunities and providing timely, practical solutions that enhance customer satisfaction and loyalty.

Qualifications

• Strong consultative selling and customer feedback management required.
• Experience with CRM data entry and data management.
• Ability to identify sales opportunities and upsell while delivering service.

Responsibilities

• Provide advanced product/service information to customers.
• Record and process customer orders using predefined options.
• Respond to basic and advanced customer issues including returns and complaints.
• Develop customer relationships and prospect new clients via calls.
• Enter CRM data after each contact to maintain quality data.
• Clarify customer needs using a multilevel sales script.
• Provide exceptional service to encourage renewals.
• Develop knowledge of policies, procedures and regulatory codes.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

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

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Job description

Old Mutual is seeking a customer-focused professional to deliver advanced product information, guide customers through processes, and resolve inquiries with sensitivity and accuracy.

You will record and process orders, manage CRM data after each contact to ensure quality data, and develop lasting relationships by identifying opportunities and providing timely, practical solutions that enhance customer satisfaction and loyalty.