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
