Financial Services Consultant

2 weeks ago


Durban, KwaZulu-Natal, South Africa Stratford academy Full time

Client Experience Consultant Durban

Key responsibilities

  • Calling on members exiting, entering, retiring, and nearing retirement from retirement funds.
  • Providing the initial contact for benefit advice counselling.
  • Providing in and outbound telephony support across all business units
  • Contacting members who responded to the system generated SMS interface within 24 hours of the member responding.
  • Referring leads to the sales representatives that are generated when engaging with members during the benefit counselling process.
  • Communicating with fund consultants and/or employers (companies that member's work for) in order to obtain outstanding contact information of members.
  • Customer service and support throughout the client lifecycle.
  • Comply with the processes and procedures relating to the counselling process which includes complying with the Workflow system requirements.

Skills and experience required

  • National Senior Certificate/Matric required.
  • Technology or marketing degree Advantageous
  • Financial Services experience essential.
  • 10 years of leadership experience in an outbound and Inbound contact centre
  • Excellent verbal and written communication skills
  • Influencing, coaching and problemsolving skills
  • Time management and planning skills
  • Data analysis and reporting
  • Attention to detail and the ability to prioritise work effectively

Skills and experience required

  • Matric
  • Good working knowledge of MS Office (Word, Excel, PowerPoint, Outlook)
  • Financial services experience (short term insurance)
  • Customer service training (written and verbal)

Personal attributes

  • Excellent telephone manner
  • Strong client service focus
  • Provide recommendations/suggestions on ways to improve the overall client experience.
  • Ability to work independently
  • Initiative
  • Time management skills
  • Attention to detail
  • Professional at all times
  • Friendly and helpful
  • Proactive
  • Excellent organisational skills

Job Types:
Full-time, Permanent

Pay:
R9 000,00 - R15 000,00 per month

Experience:

  • Customer service: 1 year (preferred)

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