Graduate Opportunity - Financial Assessor - Cape Town at Ntice Search

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, based in Cape Town.

• Graduate Opportunity - Financial Assessor Careers - Intelligent Debt Management
• Start your IDM journey now: https://intelligent-debt-management.simplify.hr/.

Who 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 contact's consumer 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 aninitial/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, you'll be the first point of contact in a client's 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, you'll 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 Bachelor's 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

Desired Skills:

• Graduate
• Opportunity
• Financial