Intelligent Debt Management (IDM): Graduate Opportunity - Financial Assessor

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.

In addition, you’ll be using our systems to connect with clients and transfer them to the next stage in our process (Financial Consultants) – so being tech savvy will be beneficial. Financial Assessors are a key part of our consumers’ journey. We’ll provide extensive induction and role specific training to you, to ensure that you’re fully prepared for the challenge.

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:

• Degree or National Diploma in any financial-industry-related field – like Management, Finance, Business, or Accounting, for example
• Computer Literate.

NB. Experience in a customer service or previous sales role will be advantageous.

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.
• Excellent communication skills, both written and verbal.
• Motivated to grow into the Financial Consulting team.
• 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.