Graduate Opportunity - Financial Assessor

Graduate Opportunity - Financial Assessor

Company: Intelligent Debt Management

Salary: Market Related

Location: Cape Town, Western Cape

Closing Date: 08 January 2025

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Description

Attention Graduates! We have an opportunity for you to use your qualifications for good.


If you’ve just finished your qualification in any financial-industry-related field – like Management, Finance, Business, or Accounting, for example – then keep reading, you’ll 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.



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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.

Skills & Competencies

  •  Driven and goal oriented.
  •  Adaptability, resourcefulness, and organisation skills.
  •  Assertiveness and empathy.
  •  Active listening and good time-management skills.

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