Client Relations & Solutions Consultant

Old Mutual Limited; Noord-Kaap; On-site; ZAR 220,000 - 320,000; Full time

Job summary

Old Mutual Limited in Kimberley is seeking an OMF Client Relations Consultant to deliver a positive customer experience by understanding needs and offering solutions within policy guidelines. You will handle product information, process orders, resolve issues, and build relationships with customers and prospects.

Responsibilities include CRM data entry, needs clarification using a multilevel sales script, and driving renewals with excellent service.

Qualifications

• Consultative selling and customer service excellence are expected.
• Ability to handle diverse customer scenarios and resolve issues.
• CRM data entry and accurate record-keeping required.

Responsibilities

• Provide advanced product/service information to customers.
• Record and process customer orders with appropriate options.
• Respond to basic and advanced customer issues; escalate when needed.
• Make calls to potential customers to develop relationships.
• Enter relevant information into the CRM system after each contact.
• Interview customers to clarify requirements using a multilevel sales script.
• Provide exceptional service to encourage renewals.
• Develop knowledge of policies and regulatory requirements; follow procedures.
• Participate in assessment and development activities to build capabilities.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

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

Tools

CRM Software

Job description

Old Mutual Limited in Kimberley is seeking an OMF Client Relations Consultant to deliver a positive customer experience by understanding needs and offering solutions within policy guidelines. You will handle product information, process orders, resolve issues, and build relationships with customers and prospects.

Responsibilities include CRM data entry, needs clarification using a multilevel sales script, and driving renewals with excellent service.