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