Call Center Agent - Financial Services (Inbound and Outbound)

Believe Resourcing; Randburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

An established industry player is seeking a dedicated Call Center Agent to join their dynamic team. This full-time role involves assisting clients with their financial wellness needs, making inbound and outbound calls, and providing essential support in financial coaching and management. The ideal candidate will possess strong customer service skills and a background in financial literacy. With a focus on fostering financial confidence, this position offers a unique opportunity to make a positive impact on clients' lives while working in a supportive and proactive environment. Join a team that values education and personal growth!

Qualifications

• Strong background as a call center agent with customer service experience.
• Ability to communicate effectively and handle inbound and outbound calls.

Responsibilities

• Assist clients with personal financial needs through calls.
• Book appointments for financial coaching and manage documentation.

Skills

Customer Service

Financial Coaching

Debt Management

Basic Budgeting

Insurance

Wills

Banking

Questioning Skills

Listening Skills

Tools

Basic Computer Skills

Job description

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:

R8000 to R10 000 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, along with a background in Customer Service, Financial Coaching, Debt Management, Basic Budgeting, Insurance, Wills, or Banking.
2. Basic computer skills are vital – the ability to talk and type.
3. Handling all inbound client calls.
4. Outbound Client Calling for the following:
5. Induction.
6. Workshop.
7. Wellness Days.
8. Financial Fun Days and Events.
9. Ability to communicate effectively with clients.
10. Questioning and Listening Skills.
11. Accuracy in documentation and capturing of case management.
12. Booking of Appointments for financial coaching.
13. Identifying and cross referrals to partners for financial planning and other financial needs.