Db Client Coach

Job title : DB Client Coach Job Location : Western Cape, Cape Town Deadline : January 10, 2025 Quick Recommended Links Jobs by Location Job by industries Key Responsibilities:  Providing support and recommendations to clients' financial problems by acting as intermediary between JustMoney Protect and DebtBusters and future partners through:  Identifying solutions that clients need through assisting clients with  Improving their credit score   Financial review  Budget review  Debt Consolidation  Insurance product offerings   Transferring live calls to:  Financial Consultants of clients in need of Debt consolidation or debt relief  JustMoney Protect of clients in need of Insurance solutions Handling Proactive Outbound calls to encourage engagement with client  Key Requirements:   Must be more than 6 months employed in current position   Must have no valid disciplinary issues on file  Knowledge on the National Credit Act and FAIS Act (highly beneficial)  Excellent knowledge of IDM Group products, processes and systems, particularly Debt Counselling and Insurance products  Qualifications – Degree Key competencies:  Principled and ethical behaviour that upholds IDM's vision and values  Strong communication skills (Verbal and Written)  Strong time management skills.  High attention to detail and strong analytical skills  The ability to prioritise and handle multiple tasks at the same time.  Ability to quickly adopt new processes and procedures.  Target driven.  Able to work well in a team.  Willingness to work flexible hours  Accounting / Financial Services  jobs