Junior Financial Wellness Consultant

Cape Town, Western Cape, South Africa

Job Description


DebtBusters team is currently seeking to fill Junior Financial Wellness Consultant role(s). Negotiations is a critical step in the debt review process, where we negotiate with credit providers to improve the financial position of our clients. The Negotiations consultant role requires highly energetic individual(s) who will interact frequently with both credit providers and clients. The successful candidate will join a vibrant team environment and must be highly motivated, customer and analytical. The candidate is expected to know all the in-house software programs; and be efficient in administration and query resolution. Other necessary training (e.g. legal documents) will be provided as required.

Key responsibilities:

  • Providing the best financial position for our clients by:
1. Successfully negotiating with credit providers on all Debt Counselling eligible accounts.
2. Providing solutions and advice to clientsxe2x80x99 financial problems, specifically with regards to assets and accounts not eligible for Debt Counselling.
3. Efficiently managing the life cycle of the client from when you accept the client in your pipeline through to assigning the client to legal.
4. Providing the client with financial protection on their debt with the help of Credit Insurance.
5. Providing the client with financial security on their income and household expenses with the help of Life Cover Insurance.
6. Ensuring time from Accepted to Assigned to legal is within standard company and industry SLA's

Act as an intermediary between credit providers and clients
  • Delivering high client satisfaction to all stakeholders by:
1. Ensuring the client experience is of the highest quality whilst the client is with you.
2. Supporting both client and credit provider throughout the negotiations process.
3. Establishing, building and maintaining effective relationships with credit providers and internal stakeholders.
4. Ensuring work done is done with precision and high quality.
  • Effectively manage workload.
Key competencies

Operational Strength:
  • Accuracy
  • Performing under pressure
  • Results-orientated
  • Devotion to quality
Interpersonal strength:
  • Client focus
  • Listening skills
  • Persuasiveness
  • Negotiating
Personal Strength:
  • Integrity
  • Initiative
  • Service oriented
  • Stress resistance
Requirements
  • Must have completed a Degree/National diploma in either Finance / BAdmin / Science / Law
  • Must live IDM's values
  • Must be confident and well spoken
  • Must be client centric
  • Must have a positive attitude
  • Exposure to insurance industry xe2x80x93 advantageous
  • Exposure to sales industry - advantageous

IDM Group

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Job Detail

  • Job Id
    JD1264857
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Cape Town, Western Cape, South Africa
  • Education
    Not mentioned