Company : Intelligent Debt Management (IDM)
Location: Cape Town, South Africa
Closing date: 14 April 2025
We are looking for intelligent and motivated graduates to join our Onboarding team as Financial Assessors, ultimately progressing into the Financial Consultant role within 6-12 months. As a Financial Assessor, you’ll contact consumers who need financial assistance and have expressed their interest in our services. First, you will gather their information and then you’ll provide them with a initial/light assessment of their financial position and educate them about the ways in which we can help them with our solutions.
You will need to be a quick-thinking and decisive individual who can manage client expectations and answer their questions in a timely and informative manner. As a Financial Assessor, you’ll be the first point of contact in a client’s debt management journey which makes you an important ambassador for the brand, and a significant part of our solution funnel. So, you’ll have to come with energy, friendliness, and professionalism.
Responsibilities:
- Contact clients who have made enquiries with the company to gather information about their financial situation.
- Assessing client financial information to determine their financial position.
- Make outbound calls to potential clients.
- Manage consumer engagements on our various platforms and/or Outbound Channels.
- Provide excellent customer service and manage client expectations accordingly.
- Transfer eligible consumers to our expert Financial Consulting team to complete a thorough assessment.
Requirements:
- Bachelor’s Degree/National Diploma (qualification in any financial-industry-related field – like Management, Finance, Business, or Accounting for example)
- Computer Literate.
- Excellent communication skills, both written and verbal.
- Motivated to grow into the Financial Consulting team.
- Experience in a customer service or previous sales role will be advantageous.
- Problem-solving skills.
- Proficient in Microsoft Office would be advantageous.
- Ability to work independently and as part of a team.
- Growth mindset and a desire to learn.
To apply for this job please visit intelligent-debt-management.simplify.hr.