Multi-Skilled Servicing Professional (6 month Fixed Term Contract)

Old Mutual; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company in Cape Town is seeking a customer service representative. The candidate will provide product information, manage customer complaints, and maintain relationships using CRM systems. Matriculation Certificate is required. Strong consultative selling skills and customer-focused attitude are essential. This role offers opportunities for development and ongoing training.

Qualifications

• Strong consultative selling skills are essential.
• Experience in customer service and relationship management.
• Ability to manage customer complaints effectively.

Responsibilities

• Provide advanced product/service information.
• Respond to customer issues and complaints.
• Maintain customer relationships and data in CRM system.
• Make calls to potential customers to develop connections.

Skills

Consultative Selling

Customer Complaint Management

Customer Feedback Management

Customer-Focused

Customer Relationship Development

Customer Relationship Management (CRM) Software

Customer Service

Relationship Management

Upselling

Education

Matriculation Certificate (Matric)

Job description

Overview

Let\u2019s Write Africa\u2019s Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Responsibilities

• Provide advanced product/service information.
• 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; escalate appropriately.
• Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
• Enter relevant information into the CRM system after each contact with a customer to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Interview the customer, following a multilevel sales script, to clarify the customer\u2019s requirements.
• Provide exceptional service to customers to encourage continued use of the organization\u2019s products/services.
• Develop working knowledge of the organization\u2019s policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
• Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Skills

• Consultative Selling
• Customer Complaint Management
• Customer Feedback Management
• Customer-Focused
• Customer Relationship Development
• Customer Relationship Management (CRM) Software
• Customer Relationship Management (CRM) System
• Customer Relationships
• Customer Service
• Customer Service Operations
• Customer Understanding
• Data Management
• Development Planning
• Digital Consumer Engagement
• Identifying Sales Opportunities
• Probing Questions
• Relationship Management
• Sales Data Management
• Strengthening Customer Relationships
• Upselling

Competencies

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

Education

Matriculation Certificate (Matric)

Closing Date

02 October 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!