Finansiële Assessor

Confluent; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive pay and benefits

Debt Counselling registration support

Study bursaries

Career development courses

Medical & retirement benefits

Half-day birthday off

Company transport

Job summary

Confluent, a leader in financial solutions, seeks passionate sales professionals to join the Onboarding team as Financial Assessors. You will contact clients, assess financial situations, and guide them through the journey toward financial consulting.

This role emphasizes customer service, accurate information sharing, and effective use of internal systems to progress clients to the next stage. Ideal candidates are quick-thinking, decisive, and tech-savvy, with strong communication skills.

Qualifications

• Matric – compulsory.
• Bachelor’s degree / National Diploma in a financial industry related field.
• Computer Literate – MS Office.
• Excellent communication skills, both written and verbal.
• Willingness to work shifts.

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.

Skills

Accuracy

Adaptability

Analysing

Client focus

Results oriented

Persuasiveness

Cooperation

Integrity

Performing under pressure

Assertiveness

Education

Bachelor’s degree / National Diploma in a financial field

Tools

MS Office

Job description

Wil jy jou loopbaan in 'n lewendige verkoopsomgewing laat groei terwyl jy werk doen wat ware betekenis gee? Indien wel, is Confluent die plek om te wees. Die werk wat ons doen – en die manier waarop ons dit doen – skep 'n werklike, blywende impak op die lewens van die kliënte wat ons bedien. As 'n markleier in finansiële oplossings, werk Confluent in 'n grootliks onderbediende mark en groei steeds vinnig.

Vereistes

• Matriek – verpligtend.
• Baccalaureusgraad / Nasionale Diploma in 'n veld wat met die finansiële bedryf verband hou.
• Rekenaargeletterdheid – MS Office.
• Uitstekende kommunikasievaardighede, beide skriftelik en mondelings.
• Bereidwilligheid om skofte te werk.

Voordelig

• 'n Handelsgraad (Commerce-graad).
• 'n Bykomende taal – werkvaardigheid in Afrikaans of 'n ander Suid-Afrikaanse taal.
• Vorige verkoopservaring, veral in 'n kontaksentrum-omgewing.
• Ervaring in 'n kliëntediensrol.

Vaardighede en bevoegdhede waarna ons soek

• Akkuraatheid: Jy hanteer gedetailleerde inligting versigtig en gee aandag aan besonderhede, selfs wanneer die werkslading hoog is.
• Aanpasbaarheid: Jy pas jou werkswyse aan by elke individu eerder as om dieselfde skrif (script) vir almal te gebruik.
• Analise en meningsvorming: Jy ondersoek sake sistematies en werk op 'n gestruktureerde wyse daaraan.
• Kliëntgerigtheid: Jy identifiseer wat 'n kliënt werklik nodig het en reageer daarop, eerder as op wat jy vermoedhulle nodig het.
• Resultaatgerigtheid: Jy toon toewyding aan ooreenkomste en voer uit wat jy onderneem het om te doen.
• Oorredingsvermoë: Jy bied jou idees en menings met duidelike argumente aan om tot 'n ooreenkoms te kom.
• Samewerking: Jy werk saam met ander om by te dra tot 'n gemeenskaplike doelwit.
• Integriteit: Jy voldoen aan algemeen aanvaarde standaarde in alles wat met die rol verband hou.
• Prestasie onder druk: Jy handhaaf effektiewe prestasie onder druk, asook wanneer jy met terugslae of teleurstellings gekonfronteer word.
• Selfgeldendheid: Jy kom doeltreffend vir jouself op en handhaaf jou standpunt wanneer dit saak maak.

Voordele

• Mededingende salaris- en voordelepakket.
• Geleentheid om saam met 'n talentvolle span professionele persone te werk.
• Geleentheid om 'n werklike verskil in ons kliënte se lewens te maak.
• Geleentheid om jou loopbaan te laat groei en ontwikkel.
• Skuldberadingsregistrasie – ons ondersteun en finansier jou registrasie as skuldberader (DC), wat die weg na 'n loopbaan as finansiële konsultant vir jou oopmaak.
• Toegang tot beurse vir verdere studie.
• Kort kursusse om jou loopbaan binne Confluent te bevorder.
• Voordele soos mediese fonds, aftree-annuïteit en meer.
• 'n Halwe dag af vir jou verjaardag.
• Maatskappyvervoer word voorsien waar van toepassing.

Are you looking to grow your career in a dynamic sales environment while doing work that adds real meaning and purpose? If so, Confluent is the place to be. The work we do and the way we do it creates a real, lasting impact in the lives of the clients we serve. As an award-winning leader in financial solutions, Confluent operates in a largely underserved market and continues to grow rapidly.

Summary

We are looking for passionate and motivated sales individuals to join our Onboarding team as Financial Assessors. This role plays a key part in our consumers’ journey. As a Financial Assessor, you will reach out to consumers who need financial assistance and have already shown interest in our services. As the first point of contact in a client’s debt-management journey, you become an ambassador for our brand and a crucial part of our solution funnel. You’ll need to be a quick-thinking, decisive individual who can manage expectations, answer questions clearly, and provide accurate information in a timely manner. You’ll also use our internal systems to connect with clients and transfer them to the next stage of the process (Financial Consultants), so being tech‑savvy will be a strong advantage. We’ll provide extensive induction and role‑specific training to you, to ensure that you’re fully prepared for the challenge. And 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 our customers.

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

• Matric - compulsory.
• Bachelor’s degree / National Diploma in a financial industry related field.
• Computer Literate -MS Office
• Excellent communication skills, both written and verbal.
• Willingness to work shifts.

Advantageous

• A Commerce degree.
• An additional language : working proficiency in Afrikaans or another South African language.
• Previous sales experience, particularly in a contact centre environment.
• Experience in a customer service role.

Skills and competencies we are looking for

• Accuracy: You handle detailed information carefully and stay attentive to detail, even when the volume is high.
• Adaptability: You adjust how you work with each individual rather than running the same script at everybody.
• Analysing and forming opinions: You examine matters systematically and work through them in a structured way.
• Client focus: You identify what a client actually needs and respond to it, rather than to what you assumed they needed.
• Results oriented: You demonstrate commitment to agreements and follow through on what you said you would do.
• Persuasiveness: You present your ideas and opinions with clear arguments, in order to reach an agreement.
• Cooperation: You work with others to contribute to a shared objective.
• Integrity: You comply with generally accepted standards in everything related to the role.
• Performing under pressure: You maintain effective performance under pressure, and when faced with setbacks or disappointments.
• Assertiveness: You stand up for yourself effectively and hold your position when it matters.

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.
• Debt Counselling registration, we support and fund your DC registration, which is what opens the Financial Consultant route to you.
• Access to bursaries to further your studies.
• Short courses to advance your career within Confluent.
• Medical & Retirement Annuity Benefits and more.
• Half a day off for your birthday.
• Company Transportation provided when applicable.