Graduate Position

Balfour Management; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A debt counseling company in Cape Town seeks a Financial Pre-Assessor to join their VIP sales team. The role involves contacting potential clients, assessing debt situations, and guiding customers through the debt review process. Ideal candidates are communicative, skilled in sales, and can engage positively with clients.

Benefits

Company incentives

Positive working environment

Growth opportunities

Continuous coaching and support

Qualifications

• University or College Diploma / Certificate is required.
• Outgoing personality for engaging high-income clients.
• Outbound sales or debt review experience preferred.

Responsibilities

• Contact customers interested in debt counseling services.
• Gather required documents to assess applications for debt counseling.
• Set up consultations and explain debt repayment plans.

Skills

Active listening skills

Exceptional communication skills

Analytical skills

Intuition

Education

University or College Diploma / Certificate

Tools

MS Office

Google Docs

Job description

We are a debt counseling company in the Cape Town CBD focused on financial wellness solutions. Our vision to guide our clients from financial distress to financial wealth, consists of using a consultative sales approach, by performing a needs analysis for clients and providing advice telephonically as well as face-to-face and for this reason we are looking to grow our VIP Sales Team.

Job Description

• We are looking to onboard a reliable, energetic and passionate individual to join our fast growing company and VIP sales team in the Cape Town CBD.
• As a Financial Pre-Assessor, your primary responsibility will be to contact customers who have expressed a positive interest in our debt counselling services.
• You will be expected to call customers, who have responded to the company's outbound marketing campaigns from various mediums (e.g. website, SMS, email).
• Make outbound customer calls to promote the company's products.
• Update the customer database.
• Gather all required documents from customers to determine their state of over indebtedness and assess their applications for debt counselling.
• Set up and conduct consultations with qualifying customers over the telephone.
• Verify budgets and debt commitments and agree an interim debt repayment plan.
• Explain the fees (associated with debt counselling) the customer will be responsible for in detail.
• Explain the debt repayment plan to customers and how the collection process works.
• Must be able to give an in depth explanation of all aspects of the debt review.

Job Requirements

University or College Diploma / Certificate

Ability to communicate comfortably with high income clients

Computer skills (MS Office, Google Docs

Debt review and / or any sales experience (even retail)

Outbound sales experience (advantageous)

Active listening skills

Able to handle objections

Exceptional communication skills (verbal and written)

Ability to use intuition and analytical skills to get the best outcome

What We Offer

Company incentives (from time to time)

A positive working environment

Achievable sales targets

Our General Manager, Call Centre Manager and Team Leaders are all experts in their field, so you will always be exposed to quality training and continuous coaching and support

Growth opportunities

Exposure to your field of interest