Financial Services Consultant

4 months ago

Durban, 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 problem-solving 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 over-all 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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