Who is IDM?
IDM is a great place to use your newly earned qualification in the finance sector and make a real difference for real people.
We are an award-winning industry leader with plans to grow substantially. To do this, we need self-motivated, creative, and collaborative individuals who are eager to learn and grow. If you are looking for a supportive, vibrant, and knowledge-filled culture where you can gain diverse work experience and personal and professional growth, then IDM is the place for you.
If youxe2x80x99re keen to make an impact on the lives of South Africans, committed to providing the best service to those in need, and willing to take hold of a multitude of opportunities provided to you xe2x80x93 then choose IDM!
Job Title: Financial Assessor
Opportunity: Permanent Position
Department: Financial Assessors xe2x80x93 Onboarding
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, youxe2x80x99ll contact consumers who need financial assistance and have expressed their interest in our services. First, you will gather their information and then youxe2x80x99ll provide them with a initial/light assessment of their financial position and educate them about the ways in which 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, youxe2x80x99ll be the first point of contact in a clientxe2x80x99s debt management journey which makes you an important ambassador for the brand, and a significant part of our solution funnel. So, youxe2x80x99ll have to come with energy, friendliness, and professionalism.
In addition, youxe2x80x99ll be using our systems to connect with clients and transfer them to the next stage in our process (Financial Consultants) xe2x80x93 so being tech savvy will be beneficial.
Financial Assessors are a key part of our consumersxe2x80x99 journey. Wexe2x80x99ll provide extensive induction and role specific training to you, to ensure that youxe2x80x99re 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.
Skills and Competencies we are looking for:
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