Client Relations Consultant: Solutions-Driven CRM Pro

Old Mutual Life Assurance Company (SA) Ltd (PFA); Rustenburg; On-site; ZAR 120,000 - 180,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a customer service professional in Rustenburg to deliver a positive experience by understanding customer needs, providing solutions, and directing enquiries to the correct channel. You will manage orders, resolve issues, and enter data into the CRM after each interaction.

The role emphasizes consultative selling, relationship-building, and adherence to company procedures and compliance codes.

Qualifications

• Experience in customer service and CRM data entry.
• Ability to resolve customer issues and process orders according to procedures.

Responsibilities

• Provide advanced product/service information to customers.
• Record and process customer orders, selecting appropriate options.
• Respond to basic and advanced customer issues; elevate when needed.
• Develop customer relationships via calls or in-person visits.
• Enter relevant information into the CRM after each contact.
• Interview customers to clarify requirements using a multilevel sales script.
• Provide exceptional service to encourage continued use of products/services.
• Develop knowledge of organizational policies, procedures and regulatory codes.
• Participate in training and coaching to improve skills.

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

Tools

CRM Software

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking a customer service professional in Rustenburg to deliver a positive experience by understanding customer needs, providing solutions, and directing enquiries to the correct channel. You will manage orders, resolve issues, and enter data into the CRM after each interaction.

The role emphasizes consultative selling, relationship-building, and adherence to company procedures and compliance codes.