Capital Legacy, South Africa’s leading provider of estate planning and legacy protection services, offers a range of exciting career opportunities. As a prominent player in the financial services sector, Capital Legacy is committed to delivering exceptional service and innovative solutions. This article explores the various vacancies available at Capital Legacy, showcasing the diverse roles and career paths within the company.
Booking Agent
Key Information
Details
Location
Johannesburg
Department
Referral Sales
Employment Type
Full-time
Positions Open
5
Application Deadline
Dec 31, 2024
Key Responsibilities
Outbound calling, scheduling appointments, maintaining turnaround time, responding to emails and calls, meeting booking targets, general administrative duties, hot and cold calling, educating clients, providing information, completing call logs and reports.
Qualifications
Matric certificate (mandatory).
Skills & Attributes
Teamwork, client service knowledge, data entry, Microsoft Office proficiency, attention to detail, organized, articulate, multitasking ability.
Identify and analyze client needs, offer solutions, do LPP™Explorer calculations, advise on plans, make will amendments, manage diary and bookings, attend meetings.
Qualifications
Matric certificate, NQF 5 qualification, FAIS compliant, RE5 or in progress. Prior sales experience advantageous.
Skills & Attributes
RSA driver’s license, superior communication skills, target-driven, adaptable, conflict resolution, customer-focused, diligent, good interpersonal skills.
In conclusion, Capital Legacy stands out as a top employer in South Africa, providing numerous career opportunities across different functions. With its focus on growth, excellence, and employee development, Capital Legacy invites talented professionals to join their team and contribute to their mission of safeguarding clients’ legacies. For those seeking a rewarding career in a dynamic and supportive environment, Capital Legacy offers an excellent platform to build a successful future.
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