Consultative Sales & Customer Relations Specialist

Old Mutual; Cape Town; On-site; ZAR 200 000 - 250 000; Full time

Job summary

A leading financial services provider is looking for a customer service representative in Cape Town. Responsibilities include handling customer inquiries, maintaining CRM data, and developing customer relationships. Candidates should have a National Certificate and possess skills in customer service, consultative selling, and effective communication. This position offers an opportunity to be part of a team dedicated to customer satisfaction and development in the financial services industry. Closing date for applications is January 29, 2026.

Responsibilities

• Carry out standard customer service activities to handle inquiries.
• Assess compliance with standards for inquiries.
• Receive visitors and assist with their requests.
• Ensure basic customer details are accurate in the CRM system.
• Interview customers to clarify requirements.
• Develop relationships with potential customers.
• Follow mandatory procedures for quality standards.
• Assist with routine business development tasks.
• Identify potential customers through referrals.
• Input data into spreadsheets from provided information.
• Participate in a network of people and ideas.

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

National Certificate

Job description

A leading financial services provider is looking for a customer service representative in Cape Town. Responsibilities include handling customer inquiries, maintaining CRM data, and developing customer relationships. Candidates should have a National Certificate and possess skills in customer service, consultative selling, and effective communication. This position offers an opportunity to be part of a team dedicated to customer satisfaction and development in the financial services industry. Closing date for applications is January 29, 2026.