Job Description

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 you're 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 - then choose IDM!

Job Title: Financial Assessor

Opportunity: Permanent Position

Department: Financial Assessors - 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, you'll contact consumers who need financial assistance and have expressed their interest in our services. First, you will gather their information and then you'll 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, you'll be the first point of contact in a client's debt management journey which makes you an important ambassador for the brand, and a significant part of our solution funnel. So, you'll have to come with energy, friendliness, and professionalism.

In addition, you'll be using our systems to connect with clients and transfer them to the next stage in our process (Financial Consultants) - so being tech savvy will be beneficial.

Financial Assessors are a key part of our consumers' journey. We'll provide extensive induction and role specific training to you, to ensure that you're 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:

• 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:

• Bachelor's degree/National Diploma.
• Computer Literate.
• Excellent communication skills, both written and verbal.
• Motivated to grow into the Financial Consulting team.
• Experience in a customer service or previous sales role will be advantageous.
• Problem-solving skills.
• Proficient in Microsoft Office would be advantageous.
• Ability to work independently and as part of a team.
• Growth mindset and a desire to learn.

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.
• Access to bursaries to further your studies.
• Short courses to advance your career within IDM.
• Medical & Retirement Annuity Benefits and more.
• Half a day off for your birthday.
• Company Transportation provided when applicable.

If you are a highly driven and motivated graduate who is looking for a challenging and rewarding career in finance, we encourage you to apply for this exciting opportunity. To apply, please submit your CV and cover letter to platform.

IDM Group