Graduate Opportunity - Financial Assessor
Graduate Opportunity - Financial Assessor
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Job Description
Job Description
We are a Pinelandsbased ecommerce and financial services business and we are seeking a highly skilled and dynamic professional to join our team as a Graduate Opportunity Financial Assessor based in Cape Town
Attention Graduates! We have an opportunity for you to use your qualifications for good.
If youve just finished your qualification in any financialindustryrelated field like Management Finance Business or Accounting for example then keep reading youll want to hear this.
IDM has permanent opportunities available for young fresh talent like you. If you come with energy confidence and ambition the rest will come.
What is the rest you ask Growth exposure support and a chance to help real people every day.
Click here to apply Graduate Opportunity Financial Assessor at Intelligent Debt Management
Who is IDM
Are you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career If so IDM is the place to be.
The work we do and the way we do it makes a real lasting difference to the lives of those we reach.
As an awardwinning industry leader in financial advice and solutions IDM is positioned to operate in a largely underserved market and will continue to grow. We have big plans for our future and that could include you!
The people who thrive here genuinely care about making a difference are selfmotivated and driven creative thinkers and collaborators and are hungry to learn and grow.
Summary:
We are looking for intelligent and motivated graduates to join our Onboarding team as Financial Assessors ultimately progressing into the Financial Consultant role within 612 months. As a Financial Assessor youll contact consumers who need financial assistance and have expressed their interest in our services. First you will gather their information and then youll provide them with an 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 quickthinking and decisive individual who can manage client expectations and answer their questions in a timely and informative manner. As a Financial Assessor youll be the first point of contact in a clients debt management journey which makes you an important ambassador for the brand and a significant part of our solution funnel. So youll have to come with energy friendliness and professionalism.
In addition youll be using our systems to connect with clients and transfer them to the next stage in our process (Financial Consultants) so being tech savvy will be beneficial.
Financial Assessors are a key part of our consumers journey. Well provide extensive induction and role specific training to you to ensure that youre fully prepared for the challenge.
What makes this role even better is that there are many opportunities to grow. Should you find yourself being a top performer there is great potential for you to join our Financial Consulting team where you can make an even greater impact on the lives of consumers.
Skills and Competencies we are looking for:
- Driven and goal oriented
- Adaptability resourcefulness and organisation skills
- Assertiveness and empathy
- Active listening and good timemanagement skills
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:
- Bachelors degree/National Diploma
- 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
- Problemsolving 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
Benefits:
- Competitive salary and benefits package
- Opportunity to work with a talented team of professionals
- Chance to make a real difference in the lives of our clients
- Opportunity to grow and develop your career
- Access to bursaries to further your studies
- Short courses to advance your career within IDM
- Medical & Retirement Annuity Benefits and more
- Half a day off for your birthday
- Company Transportation provided when applicable
Employment Type
Full-Time
