IDM is looking for intelligent and motivated unemployed graduates to join the Onboarding team as Financial Assessors.
This opportunity allows graduates to grow into the Financial Consultant role within 6-12 months. As a Financial Assessor, you will be the first point of contact for clients seeking financial assistance, playing a key role in assessing their financial situation and guiding them toward suitable solutions.
Closing Date: 18 October 2024
Internship Location: Cape Town, South Africa
Responsibilities:
- Contact clients who have inquired about financial services
- Gather and assess client financial information
- Make outbound calls to potential clients
- Manage client interactions through various platforms and outbound channels
- Provide excellent customer service and manage expectations
- Transfer eligible clients to the Financial Consulting team for a detailed assessment
Requirements:
- National Diploma or Degree in a financial-related field such as:
- Management
- Finance
- Business
- Accounting
- Experience in customer service or sales (advantageous)
Skills and Competencies:
- Computer literacy
- Excellent verbal and written communication skills
- Strong problem-solving skills
- Proficient in Microsoft Office (advantageous)
- Ability to work both independently and as part of a team
- Growth mindset and eagerness to learn
- Goal-oriented and driven
- Adaptability and good organizational skills
- Assertiveness, empathy, and active listening skills
- Time management and attention to detail
How to Apply:
To apply online for the Intelligent Debt Management (IDM) Graduate Opportunities 2024/25, click on the button below: