Enable job alerts via email!

Call Center Agent - Financial Services (Inbound and Outbound)

Believe Resourcing

Randburg

On-site

ZAR 200,000 - 300,000

Full time

15 days ago

Job summary

A leading financial wellness company in Gauteng is seeking a full-time Call Center Agent. Responsibilities include managing inbound and outbound calls while assisting clients with their financial needs. Candidates should have a strong customer service background, good communication skills, and experience in sales. Competitive salary of R8000 to R10 000 per month, plus commission opportunities.

Qualifications

  • Strong background as a call center agent is required.
  • Basic computer skills are vital.
  • Good communication skills with clients.

Responsibilities

  • Handle all inbound client calls.
  • Perform outbound client calling for workshops and events.
  • Document and manage case accurately.

Skills

Customer Service
Sales experience
Questioning and Listening Skills
Time Management
Multitasking
Job description
Overview

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
  • 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 is needed
  • Basic computer skills are vital – the ability to talk and type
  • Handling all inbound client calls
  • Outbound Client Calling the 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
  • Good time management skills
  • Ability to multitask
  • Customer Service focused
  • Sales experience
Get your free, confidential resume review.
or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.