Graduate Opportunity – Financial Assessor

Job Description

Skills and Competencies IDM is looking for:

Driven and goal oriented
Adaptability, resourcefulness, and organization 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