Graduate Opportunity - Financial Assessor

Job title : Graduate Opportunity - Financial Assessor
Job Location : Western Cape, Cape Town

Deadline : December 13, 2024

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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.
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. Motivated to grow into the Financial Consulting team. Experience in a customer service or previous sales role will be advantageous. 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.
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. Company Transportation provided when applicable.

Accounting / Financial Services  jobs