Reference : QR4405
Job Title : Call Centre Agent/ Financial Agent
Sector Title : Banking & Finance
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
Handing all inbound client calls
Outbound Client Calling following
Induction
Workshop
Wellness Days
Financial Fun Days and Events
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
Matric
Must have financial background experience
Must have Customer Service Financial Coaching Debt Management Basic Budgeting Insurance Wills or Banking experience
Must have strong background as a call centre agent including outbound and inbound call centre experience
Basic computer skills are vital &ndash ability to talk and type
Good time management skills
Ability to multitask
Customer Service focused
Financial knowledge
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