Job Title : Financial Agent Randburg
Sector Title : Sales
Area : Randburg
APPLY FOR THIS JOB
This role is a fulltime position with the responsibilities of inbound and outbound calls assisting clients with their personal financial needs A strong background as a call centre agent is a basic requirement along with a background in Customer Service Financial Coaching Debt Management Basic Budgeting Insurance Wills or Banking is needed
Duties and Responsibilities
Outbound Client Calling following
Induction
Workshop
Wellness Days
Financial Fun Days and Events
Handing all inbound client calls
Ability to communicate effectively with clients
Questioning and Listening Skills
Accuracy in documentation and capturing of case management
Booking of Appointments for financial coaching
Identifying and cross referrals to partners for financial planning and other financial needs
Requirements
FAIS accredited or Debt Collection Certificate or any Financial Certificate will be beneficial
Financial sales background will be a bonus
A strong background as a call centre agent
Background in Customer Service Financial Coaching Debt Management Basic Budgeting Insurance Wills or Banking is needed
Must have sales experience
Possibility of earning commission
Good time management skills
Ability to multitask
Customer Service focused
Attention to detail
Remuneration Market related
Please forward updated your resume in MS Word with your application Note if no correspondence is received within 6 weeks of your application please consider your application as unsuccessful