Graduate Opportunity - Financial Assessor

About the position

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 (English / Afrikaans speaking), based in Pinelands, Cape Town.



Apply now: Graduate Opportunity - Financial Assessor (English/ Afrikaans speaking) at Confluent

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.
Confluent 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. 

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 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.

You will need to be a quick-thinking and decisive individual who can manage client expectations and answer their questions in a timely and informative manner. As a Financial Assessor, you'll be the first point of contact in a client's debt management journey which makes you an important ambassador for the brand, and a significant part of our solution funnel. So, you'll have to come with energy, friendliness, and professionalism.

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
• Working proficiency in Afrikaans would be advantageous

Benefits:

• Competitive salary and benefits package
• 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
• Medical & Retirement Annuity Benefits and more

Who is Confluent?

As an award-winning industry leader in financial advice and solutions, Confluent 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!

Desired Skills:

• Graduate
• Opportunity
• Financial