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NQF Level 5 Wealth Management Learnership

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Job Description

What is a Trainee Call Centre Agent?

Old Mutual South Africa is a leading financial services company committed to unlocking the African opportunity through diverse talent. We are looking for Trainee Call Centre Agents who are eager to build a career in financial services. Whether you are a graduate or an experienced professional aiming to elevate your career, Old Mutual offers opportunities to grow and succeed.

Role Description / Key Performance Areas

  • Market Old Mutual products to new and existing clients telephonically, aligning with clientsโ€™ financial goals to enable positive financial futures and protection of assets and estates.
  • Maintain superior service delivery through effective personal time and task management.

Requirements

  • Matric/Grade 12 certificate
  • 6-12 months outbound call centre sales or retail sales experience
  • Previous financial services experience is desirable
  • Clear credit and criminal records
  • Computer literacy, including MS Office
  • Excellent written and verbal communication skills

Personal Qualities

  • Good interpersonal skills
  • Customer-oriented mindset
  • Target and results driven
  • Resilience in the face of setbacks
  • Ability to influence others
  • Motivated by financial rewards
  • Strong time management skills

Skills and Competencies

  • Consultative Selling
  • Customer Complaint and Feedback Management
  • Customer Relationship Management (CRM) Software
  • Customer Service Operations
  • Digital Consumer Engagement
  • Identifying Sales Opportunities and Upselling
  • Action Oriented and Decision Quality
  • Effective Communication and Interpersonal Savvy
  • Customer Focus and Accountability
  • Self-Awareness and Trust Building

Education

NQF Level 5 – Higher, Advanced or Occupational Certificate or equivalent in Wealth Management

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