Call Agent, B2C

Posted 16ds ago

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Job Description

Call Agent B2C bei BucherInvest, einem Schweizer Finanzdienstleister für verständliche Finanzvermittlung. Telefonische Kundenkontakte, Beratungstermine und Koordination mit Kundenberater/innen.

Responsibilities:

  • Contact customers by telephone
  • Arrange appointments with individuals interested in a consultation
  • Coordinate appointments with customer advisors
  • Apply financial knowledge effectively in conversations
  • Communicate transparently and professionally, in line with internal and regulatory requirements
  • Support business partners and customers in achieving their personal goals

Requirements:

  • Enjoy working with people
  • Experience in the financial industry or in customer-facing roles
  • Experience in telephone sales / outbound calling
  • Sales-oriented, positive, and motivated personality
  • Excellent communication skills with a confident and personable telephone manner
  • Articulate and open-minded
  • Tele-sales experience is an advantage
  • Accustomed to working in a performance-driven environment
  • High level of self-management, reliability, and goal orientation
  • Strong communication skills and enjoyment of telephone-based customer contact
  • Comfortable working in a strong team environment
  • Ambitious, resilient, and a team player

Benefits:

  • Varied and responsible tasks in a professional working environment
  • Opportunity to become part of Bucher Invest AG and help further develop services together with the team
  • Develop and deepen your financial expertise
  • Career changers are very welcome; support is provided for development without prior knowledge