Strategic Client Relations & Growth Specialist

oldmutual; KwaMashu; On-site; ZAR 200,000 - 280,000; Full time

Job summary

Old Mutual is seeking a customer service professional to provide advanced product and service information, process orders, and resolve issues while building customer relationships. You will capture data in our CRM, probe for needs, and pursue upsell opportunities through guided scripts.

Applicants should be comfortable handling renewals and continuing education to meet regulatory standards, with strong attention to process and customer satisfaction. Closing date is 06 September 2026.

Qualifications

• Minimum NQF Level 2/3 as stated in the job description.
• Experience in customer service or relationship management is advantageous.
• Ability to interpret customer needs and apply a multilevel sales script.

Responsibilities

• Provide advanced product/service information to customers.
• Record and process customer orders based on predefined options.
• Respond to basic and advanced customer issues; escalate when needed.
• Make calls to allocated potential customers to develop relationships.
• Enter contact data into the CRM to support retention and growth.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

CRM Software

Customer Service

Data Management

Digital Engagement

Sales Opportunities

Probing Questions

Upselling

Education

NQF Level 3 & NQF Level 2 - Below school leaving

Job description

Old Mutual is seeking a customer service professional to provide advanced product and service information, process orders, and resolve issues while building customer relationships. You will capture data in our CRM, probe for needs, and pursue upsell opportunities through guided scripts.

Applicants should be comfortable handling renewals and continuing education to meet regulatory standards, with strong attention to process and customer satisfaction. Closing date is 06 September 2026.