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Bucher Invest AG

Call Agent, B2C

Bucher Invest AG

. Contact customers by telephone .

Posted 10/27/2026full-timeRemote • SwitzerlandMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication and interpersonal skills, with a focus on telephone-based customer interactions and sales. Possesses financial knowledge and the ability to manage appointments and client relationships effectively.

Highest-signal resume keywords
Telephone Sales ExperienceFinancial Industry KnowledgeCustomer Service ExperienceStrong Communication SkillsSales-Oriented 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
Outgoing PersonalityPersuasive CommunicationSelf-MotivationReliabilityGoal OrientationTeam-Oriented
Industry Keywords
TelemarketingTelesalesPerformance-Driven EnvironmentCustomer ContactConsultation Scheduling

About the role

Key responsibilities & impact
  • Contact customers by telephone
  • Schedule appointments with individuals interested in a consultation
  • Coordinate appointments with client advisors
  • Effectively apply financial knowledge and acquired expertise during conversations
  • Communicate transparently and professionally in accordance with internal and regulatory requirements
  • Manage business contacts and contribute to the further development of services

Requirements

What you’ll need
  • Dedicated personality who enjoys interacting with people
  • Experience in the financial industry or customer service
  • Experience in telephone sales or telemarketing
  • Sales-oriented, outgoing, and motivated personality
  • Excellent communicator with a persuasive and friendly telephone manner
  • Articulate and open-minded
  • Experience in telesales is an advantage
  • Experience in a performance-driven environment
  • High level of self-motivation, reliability, and goal orientation
  • Strong communication skills and enjoyment of telephone-based customer contact
  • Comfortable working in a strong team environment
  • Driven, resilient, and team-oriented
  • Career changers welcome; no prior knowledge required

Benefits

Comp & perks
  • Varied and responsible tasks in a professional working environment
  • Opportunity to become part of Bucher Invest AG and work with the team to further develop its services
  • Development opportunities for career changers without prior experience
  • Collaboration with insurance companies, banks, businesses across various industries, and public institutions