Consultative Sales & Customer Relationship Specialist

oldmutual; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual in Cape Town seeks a Customer Service professional to carry out standard service activities, handle inquiries, and receive visitors. The role includes CRM data accuracy, notes on follow-ups, and basic data input.

You will interview customers to clarify requirements and develop relationships with prospective customers, supporting sales opportunities and business development. The role emphasizes compliance with procedures, data exploration, and networked collaboration to resolve queries

Qualifications

• Experience in customer service and CRM data handling.
• Ability to interview customers and clarify requirements.
• Familiarity with sales scripting and follow-up actions.

Responsibilities

• Carry out standard customer service activities and handle simple inquiries.
• Assess compliance with standards for routine inquiries.
• Receive visitors and assist with information requests.
• Ensure CRM data is accurate and note follow-up actions.
• Interviews customers to clarify requirements using a multilevel sales script.
• Develop relationships with allocated potential customers and provide first contact for queries.

Skills

Consultative Selling

Customer Feedback

Customer Service

Qualifying Prospects

Sales Opportunities

Oral Communications

Probing Questions

Networking

Education

High School (Grade 12)

Job description

Old Mutual in Cape Town seeks a Customer Service professional to carry out standard service activities, handle inquiries, and receive visitors. The role includes CRM data accuracy, notes on follow-ups, and basic data input.

You will interview customers to clarify requirements and develop relationships with prospective customers, supporting sales opportunities and business development. The role emphasizes compliance with procedures, data exploration, and networked collaboration to resolve queries