Multi-Skilled Servicing Professional (12 months FTC) at Old Mutual

Key Responsibilities:

• Engage clients via outbound and inbound calls.
• Promote tailored financial products and services.
• Resolve queries and objections with professionalism and empathy.
• Maintain accurate client records and use CRM tools effectively.
• Meet performance targets and adhere to compliance standards.
• Collaborate across teams to ensure seamless service delivery.

Client Engagement & Retention

• Proactively initiate inbound and outbound calls to retain clients and revive dormant accounts.
• Promote relevant financial solutions tailored to client needs.

Service Excellence

• Deliver high-quality customer service across multiple channels (voice, app, etc.).
• Resolve queries and objections with empathy, professionalism, and efficiency.

Experience in Customer Retention

• Apply proven retention techniques to retain existing clients by identifying their needs and offering relevant financial solutions.
• Use strategic listening and persuasive communication to overcome objections and reinforce the value of staying with the business.
• Leverage product knowledge and relationship-building skills to re-engage dormant accounts and convert them into active clients.
• Support retention-focused campaigns by aligning messaging with client profiles and behavioural insights.
• Drive outcomes by combining sales acumen with a deep understanding of customer motivations and service history.

Operational Efficiency

• Accurately capture and update customer data in CRM systems.
• Use dialler systems and campaign tools effectively.
• Track and report performance metrics regularly.

Compliance & Quality

• Adhere to service-level agreements, data protection laws, and internal compliance standards.
• Maintain high levels of accuracy and professionalism in all interactions.

Adaptability & Agility

• Pivot between service types and campaign goals with ease.
• Work flexible hours and manage changing priorities confidently.

Collaboration & Continuous Learning

• Participate in training to stay updated on products and processes.
• Collaborate with peers and other departments to ensure seamless service delivery.

Requirements:

• Grade 12 (Required)
• Minimum 1 year experience in client service or call centre
• Experience in financial services (Advantageous)
• Clear criminal and credit record
• Proficient in MS Office and CRM platforms

Key Competencies

• Customer-centric mindset
• Strong communication and listening skills
• Emotional intelligence and resilience
• Ability to work under pressure and meet targets
• Collaborative and adaptable

Skills

• Call Center, Client Engagements, Collaboration, Customer Retentions, Operational Efficiency, Service Excellence

Competencies

• Action Oriented
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Nimble Learning

Education

• Matriculation Certificate (Matric)  (Required)

Closing Date

06 March 2026 , 23:59