Financial Assessor: Grow into Consulting

MANCOSA PTY LTD

Wes-Kaap

Vor Ort

ZAR 180.000 - 260.000

Vollzeit

14 Tage+

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Benefits dieser Stelle

Competitive salary and benefits package
Access to bursaries for further studies
Half a day off for your birthday
Company transportation provided when applicable

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

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

Kenntnisse

Goal oriented
Adaptability
Active listening
Time management

Ausbildung

Bachelor's degree/National Diploma

Tools

Microsoft Office

Jobbeschreibung

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.
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