Financial Assessor: Grow into Consulting

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

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.