Client Solutions Advisor

Old Mutual South Africa; Bloemfontein; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa in Bloemfontein is seeking a customer service and sales support professional. You will handle routine inquiries, update CRM data, and act as the first point of contact for resolving questions and complaints.

You will assess compliance with standards, interview customers to clarify requirements, and uncover sales opportunities while following established procedures. The role supports business development in a dynamic environment.

Qualifications

• Experience in customer service or sales roles.
• Understanding of CRM data handling.
• Ability to identify customer needs and opportunities.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Solutions analysis and assess compliance with established standards and protocols.
• Receiving visitors and assist with information requests, referring complex matters.
• Interview customers following a multilevel sales script to clarify requirements.
• Develop relationships and identify sales opportunities; provide first contact for queries.
• Follow mandatory procedures to meet quality standards and regulatory codes.
• Support business development tasks and identify potential customers.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

Job description

Old Mutual South Africa in Bloemfontein is seeking a customer service and sales support professional. You will handle routine inquiries, update CRM data, and act as the first point of contact for resolving questions and complaints.

You will assess compliance with standards, interview customers to clarify requirements, and uncover sales opportunities while following established procedures. The role supports business development in a dynamic environment.