Description

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.

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.
•  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.