Client Relations & Solutions Consultant

Old Mutual South Africa; Volksrust; On-site; ZAR 167,000 - 234,000; Full time

Job summary

Old Mutual South Africa seeks a customer-focused professional to deliver exceptional service and manage customer needs. You will provide information, process orders, handle returns and complaints, and build relationships with potential clients. You will also capture data into the CRM to support retention and growth.

The role requires following a multi-level sales script, adhering to procedures, and ongoing capability development through training and coaching.

Qualifications

• NQF Level 4 or higher is required.
• Experience in customer service or sales is advantageous.
• Ability to follow multilevel sales scripts and adhere to procedures.

Responsibilities

• Provide advanced product/service information.
• Record and process customer orders with predefined options.
• Respond to basic and advanced customer issues, including returns and complaints.
• Make calls to develop relationships with allocated potential customers.
• Enter customer data into the CRM after each contact.
• Clarify customer needs using a structured script.
• Provide exceptional service to encourage continued use of products/services.
• Develop knowledge of policies and regulatory codes relevant to work.
• Participate in assessments and training to build capability.

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

Upselling

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Tools

CRM Software

Job description

Old Mutual South Africa seeks a customer-focused professional to deliver exceptional service and manage customer needs. You will provide information, process orders, handle returns and complaints, and build relationships with potential clients. You will also capture data into the CRM to support retention and growth.

The role requires following a multi-level sales script, adhering to procedures, and ongoing capability development through training and coaching.