Graduate Opportunity Financial Assessor Cape Town

We are a Pinelands-based e-commerce 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.

• Graduate Opportunity Financial Assessor Careers - Intelligent Debt Management
• Start your IDM journey now: is IDM

  We are an award-winning industry leader with plans to grow substantially. IDM is a great place to use your newly earned qualification in the finance sector and make a real difference for real people. Serving clients from a division of IDM DebtBusters make an impact on the lives of South Africans committed to providing the best service to those in need with our taylor-made financial solutions.

  What can I expect in the Financial Assessor role;

  Ultimately progressing into the Financial Consultant role within 6-12 months a Financial Assessor contacts consumer 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.

  questions in a timely and informative manner. As a Financial Assessor youll be the first point of contact in a clients debt management journey where you would need to be a quick-thinking and decisive individual. This 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.

  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.

  Duties and 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

  Minimum Requirements:

  Education and Experience:

  • Relevant Financial Industry Bachelors degree/National Diploma
  • Computer Literate
  • Excellent communication skills both written and verbal
  • Motivated to grow into the Financial Consulting team
  • Experience in customer service or previous sales role will be advantageous
  • Proficiency in Microsoft Office would be advantageous
  • Ability to work independently and as part of a team

  Knowledge and Skills:

  • Driven and goal oriented.
  • Adaptability resourcefulness and organisation skills
  • Assertiveness and empathy
  • Active listening and good time-management skills
  • Growth mindset and a desire to learn
  • Problem-solving skills

  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