Call Centre Agent (Financial Services)

About the position

Bedfordview - Are you an excellent communicator with a passion for people and telephonic sales? Our client is seeking a Call Centre Agent to join their dynamic team. As a Call Centre Agent, you will play a crucial role in representing the company, and broker and providing exceptional service to all new and existing clients.


As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry. 

Responsibilities:

• Pitch our business to potential new clients and schedule appointments with existing clients for financial advisor visits (Cold-Calling)
• Source leads from various databases.
• Work closely with financial advisors and their teams.
• Schedule appointments based on financial advisors’ diaries.
• Meet daily, weekly, and monthly targets.
• Ability to communicate effectively with their niche clientele 
• Contribute significantly to new business revenue.

Key Qualifications:

• Proficient in both written and verbal communication.
• Ability to demonstrate great listening skills.
• Exceptional at building rapport with clients.
• Displays patience and empathy towards customers.
• Strong time management and organizational abilities.
• Comfortable working in fast-paced environments.
• Basic or advanced troubleshooting skills, depending on the role.
• Familiarity with common software and tools.
• In-depth understanding of the company’s products and services.
• Specialized knowledge in the customer service area we focus on, such as Wealth portfolios, short-term insurance, financial services, and other relevant domains.

Minimum Requirements: 

• Matric 
• Fluent in English 
• 1 - 3 years' experience in a similar environment 

Remuneration: 
Salary: R5 000 - R8 000 + Commission 

Working Hours:
Monday - Friday, 8 am - 4.30 pm 

Only Shortlisted candidates will be contacted

Desired Skills:

• Sourcing leads
• Excellent communication skills
• In-depth knowledge of Financial Services
• Target driven
• Diary management
• Self motivated