Call Centre Agent (Financial Services)

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN000549/JC

Date posted:

Friday, February 27, 2026

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:

PTA Call Centre Agent
Location: Pretoria
Salary: R3500 commission and incentives
PTA call centre agent
11 days ago

Call Centre Agent - Centurion
Location: Centurion, Gauteng
Salary: R3500 p/m with commission and incentives
call centre agent - Centurion
11 days ago

Call Centre Agent
Location: Johannesburg
Salary:
12 days ago

Call Centre Agent (Customer Service)
Location: Sandton
Salary: R9000
call centre agent (Customer Service)Salary R9000 - R12 000 based on experience
16 days ago

Call Centre Agent
Location: Johannesburg
Salary: Monthly
Job PurposeTo ensure ongoing administration and call centre support to shareholders in accordance with statutory and service level agreements. To furthermore reduce the department’s exposure to risk by ensuring that internal processes, rules, procedures, policies as well as rules and directives and any other relevant legislation is adhered to.Key Performance AreasFunctional Contact centre Op...
23 days ago

IER Call Centre Agent
Location: Johannesburg
Salary: 15000 - 18000
Manage emergency and routine telephone calls from clients across different product ranges.
26 days ago

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.
8 days ago

Call Centre / Driver, Parktown North
Location: Johannesburg
Salary:
We are seeking a call centre agent / Driver for a permanent role based in Parktown North, Gauteng
9 days ago

Airport Customer Service/ Call centre
Location: Kempton Park
Salary:
23 days ago

Dialler Administrator (Predictive dialer systems in call centre) - (Banking/Financial services call centre) - 6 month contract
Location: Johannesburg
Salary:
36 days ago

Call Centre Agent (Financial Services)

Similar jobs you might be interested in:

Jobseekers

Recruiter

General