Financial Assessor based in Cape Town (The IDM Group)

MANCOSA PTY LTD; Wes-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in South Africa is seeking intelligent and motivated graduates for the Financial Assessor role. In this position, you will gather information from clients seeking financial assistance and assess their financial situations. This role offers significant growth potential, leading to a Financial Consultant position within 6-12 months. You will benefit from a competitive salary, extensive training, and opportunities for further development. Strong communication skills and a growth mindset are essential.

Benefits

Competitive salary and benefits package

Access to bursaries for further studies

Half a day off for your birthday

Company transportation provided when applicable

Qualifications

• Excellent written and verbal communication skills.
• Motivated to grow into the Financial Consulting team.
• Experience in customer service or sales is advantageous.

Responsibilities

• Contact clients to gather information about their financial situation.
• Assess client financial information to determine their financial position.
• Make outbound calls to potential clients.

Skills

Goal oriented

Adaptability

Active listening

Time management

Education

Bachelor's degree/National Diploma

Tools

Microsoft Office

Job description

IDM has permanent opportunities available for young, fresh talent like you. If you come with energy, confidence, and ambition the rest will come.

Summary

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 an initial/light assessment of their financial position and educate them about how 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.

What makes this role even better, is that there are many opportunities to grow. Should you find yourself being a top performer, there is great potential for you to join our Financial Consulting team, where you can make an even greater impact on the lives of consumers.

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 is provided when applicable.

Skills and Competencies we are looking for

• Driven and goal oriented.
• Adaptability, resourcefulness, and organization skills.
• Assertiveness and empathy.
• Active listening and good time‑management skills.

Responsibilities

• Contact clients who have made inquiries 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.