Education Agent

at Work-Force
Location Cape Town, South Africa
Date Posted Jan 20, 2021
Category Teaching Jobs
Job Type Full-time



  • Matric / Grade 12
  • Proficient in MS Excel
  • Good command of the English language
  • Experience / Knowledge of trading markets and an understanding of charting systems would be advantageous
  • Solid customer service experience
  • Good Telephone Etiquette



  • Establish training and development needs of clients through an on-going process of education and effectively ensuring the implementation thereof
  • Educate and train clients on the trading platform through technical and fundamental knowledge
  • Extract information from the client regarding their situation/portfolio
  • Arrange appointments with clients and correspond via email
  • Maintain relationship and guide clients
  • Handle objections / complaints
  • Retain clients / turn client around
  • Follow education program stringently
  • Trade with clients on the platform
  • Maintain customer service levels and keep the client calm
  • Identify and escalate priority issues
  • Maintain sheets and reports, and ensure accuracy and completeness
  • Actively work withdraw saves
  • Complete special projects, and miscellaneous duties as prescribed by Management
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