Client Relations & Solutions Consultant

Old Mutual Finance (Pty) Ltd; Kempton Park; On-site; ZAR 260,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a customer-focused service professional in Kempton Park to provide product information, process orders, and resolve issues. You will act as the first contact for queries and escalate when needed, while maintaining accurate CRM records.

The role emphasizes consultative selling, relationship building with customers, and adherence to regulatory standards. Close to comprehensive onboarding and career development opportunities are offered.

Qualifications

• Experience in customer service or call centre roles.
• Knowledge of sales and product information.
• Ability to handle returns and complaints with empathy.
• Familiarity with CRM and data entry processes.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders in CRM.
• Resolve customer issues including returns and complaints.
• Make calls to allocated potential customers to develop relationships.
• Serve as first contact for customer queries and complaints.
• Enter data into the CRM after each contact for quality data.
• Clarify customer needs using a multilevel sales script.
• Provide exceptional service to encourage continued use of products/services.
• Maintain knowledge of organisational policies and regulatory codes.
• Develop and maintain process or technical skills via training.

Skills

Consultative Selling

Customer Complaint Management

CRM Software

Customer Service

Upselling

Data Management

Digital Engagement

Sales Opportunities

Education

NQF Level 4 / Grade 12

Tools

CRM Software

Job description

Old Mutual South Africa is seeking a customer-focused service professional in Kempton Park to provide product information, process orders, and resolve issues. You will act as the first contact for queries and escalate when needed, while maintaining accurate CRM records.

The role emphasizes consultative selling, relationship building with customers, and adherence to regulatory standards. Close to comprehensive onboarding and career development opportunities are offered.