Job title : JustMoney Credit 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 Sanlam Personal Loans, Ooba Home Loans, JustMoney Protect, DebtBusters and other partners through: Identifying solutions that clients need through assisting clients with Improving their credit score Loan applications Credit card applications Financial review Budget review Debt Consolidation Insurance product offerings Home loan assessments Vehicle finance assessments Using the WebChat platform to engage and identify need for financial assistance Assisting with client queries by quickly resolving queries via the WebChat platform, telephony and emails Transferring live calls to: Financial Consultants of clients in need of Debt consolidation or debt relief Sanlam of clients in need of Credit Facilities, such as Personal Loans and Credit Cards Ooba Home Loans of clients in need of bond origination or further advance 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