Call Centre Agent (Financial Services)

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN000549/JC

Date posted:

Tuesday, December 2, 2025

Location:

Johannesburg, South Africa

Salary:

8000 Monthly

SUMMARY:
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.

POSITION INFO:

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**

Similar jobs you might be interested in:

Call Centre Agent (Financial Services)
Location: Johannesburg
Salary: 8000 Monthly
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.
2 days ago

Paraplanning Assistant
Location: Johannesburg
Salary: Monthly
Leading "wealth management" organisation is looking for a Paraplanning Assistant to join their team in Randburg, Johannesburg North.
15 days ago

Category Advisor
Location: Johannesburg
Salary:
We are representing a client seeking an experienced Category advisor with a strong background in Supply Value Chain Management. The ideal candidate will have demonstrated expertise in integrating Commercial, PSC, Supplier Management, and Purchasing disciplines, as well as Safety, Sustainability, and Inclusive Procurement principles. Proven capability in negotiation and deal-making, business case d...
29 days ago

Distribution Sales Manager
Location: Pretoria
Salary: Market Related
Distribution Sales Manager
34 days ago

Financial Advisor
Location: Johannesburg
Salary:
37 days ago

Financial Planning Associate
Location: Johannesburg
Salary: Market Related
Financial Planning Associate
60 days ago

INTERN: FINANCIAL ADVISOR
Location: Pretoria
Salary: Market related
Assessment of client financial needs and circumstances.
66 days ago

Financial Advisor
Location: Johannesburg
Salary: 30 000 Monthly
Bedfordview - Our client is a respected leader in the financial services industry with over 30 years of success. They are seeking a Financial advisor to provide tailored advice and long-term insurance solutions to professionals.
8 days ago

Wealth Investment Manager | Sandton
Location: Johannesburg
Salary: Market Related
Private Wealth Banking
Today

MANAGING DIRECTOR: INVESTMENT - PRETORIA
Location: Pretoria
Salary: Market related
Lead and manage the Group's investment companies to ensure the achievement of objectives.
1 day ago