Graduate Opportunity - Financial Assessor (Cape Town, Western Cape)
Requirements
- ✓Bachelor's degree/National Diploma.
- ✓Computer Literate.
- ✓Excellent communication skills, both written and verbal.
- ✓Working proficiency in Afrikaans would be advantageous.
- ✓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.
About This Role
Skills and Competencies we are looking for:
Driven and goal oriented.
Adaptability, resourcefulness, and organisation skills.
Assertiveness and empathy.
Active listening and good time-management 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.
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 Confluent.
Medical & Retirement Annuity Benefits and more.
Half a day off for your birthday.
Company Transportation provided when applicable.
Ready to apply?
Apply directly on Intelligent Debt Management's website.