Call Agent, B2C

Bucher Invest AG

Call Agent B2C managing phone consultations for clients interested in financial services. Engaging with customers and coordinating appointments with advisors in a collaborative team environment.

Posted 7/1/2026full-timeRemote • 🇨🇭 SwitzerlandMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer engagement and communication skills, with a focus on appointment scheduling and financial knowledge application in customer interactions. Proven ability to thrive in a sales-driven environment while maintaining high levels of self-responsibility and reliability.

Highest-signal resume keywords

Customer-Facing ExperienceTelesales ExperienceFinancial Industry KnowledgeStrong Communication SkillsSales-Driven Personality

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Energetic PersonalityCustomer-OrientedFriendly Phone PresenceOutgoingMotivated

About the role

Key responsibilities & impact

Initiate telephone contact with customers to arrange consultation appointments
Coordinate appointment scheduling with customer advisors
Apply acquired financial knowledge during customer conversations

Requirements

What you’ll need

Energetic, customer-oriented personality with a genuine enjoyment of interacting with people
Experience in the financial industry or in customer-facing roles
Experience in telesales / telephone acquisition
Sales-driven, motivated personality
Strong communicator with a friendly, engaging phone presence
Well-spoken and outgoing
Experience in tele-sales is an advantage
High level of self-responsibility, reliability, and target-orientation

Benefits

Comp & perks

Challenging and responsible tasks
Mentoring and guidance from experienced colleagues
Opportunities for professional development in the financial sector