Strategic Client Relations Consultant

EdUpStairs; Rustenburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual is seeking a customer-centric professional to deliver superior service, process orders, resolve issues and nurture relationships with clients. You will capture data in CRM, follow scripted interactions, and pursue renewals while upholding regulatory and quality standards.

The role emphasizes consultative selling, clear communication and proactive problem-solving to enhance customer satisfaction and business development outcomes.

Qualifications

• Experience in customer service and sales environments is preferred.
• Knowledge of CRM systems and data entry practices.
• Ability to follow scripted processes and guidelines.

Responsibilities

• Provide a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions.
• Record and process customer orders, selecting the most appropriate approach based on predefined options.
• Respond to basic and advanced customer issues, such as returns, exchanges, and complaints; elevate appropriate.
• Make calls to allocated potential customers to develop relationships and resolve queries.
• Enter relevant information into the CRM system after each contact to ensure quality data.
• Interview the customer following a multilevel sales script to clarify requirements.
• Provide exceptional service to encourage continued use of products/services.
• Develop working knowledge of organizational policies, procedures and regulatory codes; ensure standards are met.
• Develop and maintain process or technical skills through training and coaching.

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

Strengthening Customer Relationships

Upselling

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Job description

Old Mutual is seeking a customer-centric professional to deliver superior service, process orders, resolve issues and nurture relationships with clients. You will capture data in CRM, follow scripted interactions, and pursue renewals while upholding regulatory and quality standards.

The role emphasizes consultative selling, clear communication and proactive problem-solving to enhance customer satisfaction and business development outcomes.