Call Agent – B2C

Posted 23ds ago

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Job Description

Call Agent B2C für telefonische Kundenansprache und Terminvereinbarung bei BucherInvest, einem Schweizer Finanzdienstleister. Koordination von Beratungsterminen und Betreuung von Geschäftskontakten.

Responsibilities:

  • Contact customers by telephone
  • Schedule appointments with individuals interested in a consultation
  • Coordinate appointments with client advisors
  • Apply financial knowledge effectively during conversations
  • Communicate transparently and professionally, in accordance with internal policies and regulatory requirements
  • Manage business contacts and contribute to the further development of our services

Requirements:

  • Experience in the financial industry or in customer-facing roles
  • Experience in telephone sales / telemarketing
  • Sales-oriented, energetic, and motivated personality
  • Excellent communication skills with a persuasive and friendly telephone manner
  • Articulate and open-minded
  • Experience in tele-sales is an advantage
  • Experience in a performance-driven environment
  • High degree of personal responsibility, reliability, and goal orientation
  • Strong communication skills and enthusiasm for telephone-based customer contact
  • Comfortable working in a strong team environment
  • Determination, resilience, and ability to work in a team

Benefits:

  • Varied and responsible tasks in a professional working environment
  • Collaboration with insurance companies, banks, companies from a wide range of industries, and public institutions
  • Opportunity to become part of Bucher Invest AG and contribute to the further development of our services
  • Opportunity to develop and deepen your financial knowledge within the company
  • Career changers are very welcome; professional development is possible even without prior experience