Call Centre Agent/ Advisor (Insurance and Financial)

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Job TypeFull Time

Call Centre Agent/ Advisor (Insurance and Financial)

Location: Irene, Centurion

Our client in the Insurance and Financial industry is looking for a Call Centre Agent/ Advisor to contribute towards the organizational growth by applying the most effective selling techniques.

Key responsibilities

Telephonic interaction with product providers, administration staff & clients.
Concise e-mail communication to current client base, potential clients and administration staff.
Formal report interpretation and reporting to Call Centre Team Leader/Line Manager.
Advising potential clients (telephonically and or electronically) on all products as per product base and per FAIS requirements.
Administration process of completing necessary documentation with potential clients.
Follow-up on outstanding information & documentation on all applications for all product suppliers.
Follow-up on all feedback received.
Assisting in all queries received.
All after sale service to clients.
Office hours as contracted or as required by the company.
Submitting documents for processing. o All product benefit confirmation.
Maintain records as per office/FAIS requirement
General Sales and Referral Duties.

Sales tactics/principles
FSB structure and FAIS Act
Computer skills (MS Office, Excel & Outlook)
RE 5
Business Training
Continuous professional development prescribed by the FSCA
Sales experience
Understanding of Financial Industry

Job id : , #76867, 106 views,