Umhlanga Rocks: Call Centre Agent (Financial Services)

February 28, 2026 Jobs in eThekwini

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 companys 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

View Job Durban: Short Term Insurance Underwriter

How to Apply

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

About Sales Jobs in eThekwini

In the eThekwini region, the sales industry is driven by various sectors, including financial services, technology, and manufacturing. Typically, companies in these sectors require sales professionals who can effectively communicate with clients, understand their needs, and provide solutions to drive revenue growth.

Generally, sales positions in eThekwini offer competitive salaries, typically ranging from R500 000 to R1 500 000 per annum, depending on factors such as experience, company size, industry sector, and performance. However, please note that actual salary figures can vary significantly, and these ranges are only a broad guide.

Common skills required for sales roles in eThekwini include strong communication and interpersonal skills, the ability to build relationships with clients, a solid understanding of products or services, negotiation and closing techniques, and technical skills such as CRM software proficiency. Additionally, many successful sales professionals possess a degree or diploma in business studies, marketing, or a related field.

Industries that commonly employ sales roles include financial services sector companies, technology industry players, manufacturing sector businesses, and e-commerce platforms. In these sectors, sales representatives often work with clients to understand their needs, provide solutions, and drive revenue growth.

For those interested in pursuing a career in sales, there are various opportunities for development and progression. Many companies offer training programs and mentorship schemes to help employees develop their skills and advance in their careers. Typically, experienced sales professionals can move into leadership roles or transition into related fields such as account management, business development, or sales management.

View Job Gauteng: From Business Owner to Wealth Creator: Partner with Liberty posted by Liberty Standard Bank Group 2

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

GO APPLY NOW

Safe & secure application process