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Umhlanga: Call Centre Agent (Financial Services) posted by Fouche & Co Recruitment

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Job Description

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: R10 000 + Commission 

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

**Only Shortlisted candidates will be contacted**

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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About Office Automation Jobs in Kwazulu-Natal

The field of Office Automation is thriving in Kwazulu-Natal, South Africa, with the increasing demand for efficient and productive workspaces driving the growth of this industry. Typically, Office Automation roles involve supporting office management functions, such as administration, record-keeping, and data entry, using software applications and technology to streamline processes. Generally, these professionals are responsible for ensuring seamless day-to-day operations, allowing staff to focus on high-priority tasks.

When it comes to salary expectations, broad ranges can provide a general idea of what to expect. Typically, Office Automation roles fall within the R400 000 – R700 000 per annum range, although this figure may vary significantly depending on factors such as experience, company size, and industry sector. For instance, those with more advanced skills or working in larger corporations may command higher salaries, while smaller businesses or entry-level positions might offer lower compensation.

Common skills required for Office Automation roles include proficiency in Microsoft Office applications, specifically Word, Excel, and Outlook; data management and analysis skills; attention to detail and organisational abilities; communication and interpersonal skills; basic computer hardware maintenance knowledge; and familiarity with industry-specific software applications. Additionally, having a solid understanding of workflow processes, project management techniques, and time management strategies can be beneficial in this role.

Office Automation roles are commonly found across various industries, including financial services, technology, manufacturing, and public sector organisations. These sectors often require efficient administrative support to ensure smooth day-to-day operations, making Office Automation professionals an essential part of their teams.

Career development opportunities for Office Automation professionals are diverse and varied. Typically, those who excel in this role may be considered for senior administration or supervisory positions within the same organisation, or even move into related roles such as project management or business analysis. Others may choose to pursue further education or training to advance their skills and qualify for more senior positions or specialise in a particular area of Office Automation, such as document management or digital imaging.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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