Client Experience & Solutions Consultant

Old Mutual Finance (Pty) Ltd; Rustenburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa in Rustenburg is seeking a Customer Service Advisor to provide a positive experience, handle orders and resolve issues while guiding customers to the right channels.

You will use CRM to log interactions, pursue sales opportunities, and build relationships with potential clients through calls or in-person meetings.

A Matric certificate is required; a client-focused, consultative approach and strong communication are essential for success.

Qualifications

• Matriculation is required.

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 to allocated potential customers to develop relationships and provide a first contact for resolving queries.
• Enter relevant information into the CRM system after each contact with a customer to ensure quality data.
• Interview the customer to clarify requirements following a multilevel sales script.
• Provide exceptional service to encourage continued use of products/services.
• Develop working knowledge of policies and procedures and regulatory codes, adhering to mandatory standards.
• Develop and maintain process or technical skills via training and coaching.

Skills

Consultative Selling

Customer Service

CRM Software

Upselling

Identifying Sales Opportunities

Probing Questions

Data Management

Education

Matriculation Certificate

Job description

Old Mutual South Africa in Rustenburg is seeking a Customer Service Advisor to provide a positive experience, handle orders and resolve issues while guiding customers to the right channels.

You will use CRM to log interactions, pursue sales opportunities, and build relationships with potential clients through calls or in-person meetings.

A Matric certificate is required; a client-focused, consultative approach and strong communication are essential for success.