Call Center Agent - Financial Services (Inbound And Outbound)

Our client leads the charge by offering dynamic financial wellness programs that drive real results.

Their specialized financial literacy training equips any team with practical skills to master money management.

Join them in fostering a proactive, educated, and financially confident workforce that thrives both personally and professionally.

Package : R to R10 per month, depending on experience.

Possibility of earning commission.

About the role : This role is a full-time position with the responsibilities of inbound and outbound calls and assisting clients with their personal financial needs.

Requirements :

1. A strong background as a call center agent is a basic requirement.
2. A background in Customer Service, Financial Coaching, Debt Management, Basic Budgeting, Insurance, Wills, or Banking is needed.
3. Basic computer skills are vital – the ability to talk and type.
4. Handling all inbound client calls.
5. Outbound Client Calling for the following: Induction Workshop, Wellness Days, Financial Fun Days and Events.
6. Ability to communicate effectively with clients.
7. Questioning and Listening Skills.
8. Accuracy in documentation and capturing of case management.
9. Booking of Appointments for financial coaching.
10. Identifying and cross-referrals to partners for financial planning and other financial needs.
11. Good time management skills.
12. Ability to multitask.
13. Customer Service focused.
14. Sales experience.