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Call Agent, B2C
Bucher Invest AGCall Agent B2C managing phone consultations for clients interested in financial services. Engaging with customers and coordinating appointments with advisors in a collaborative team environment.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Energetic PersonalityCustomer-OrientedFriendly Phone PresenceOutgoingMotivated