IDM is a great place to use your newly earned qualification in the finance sector and make a real difference for real people.  Serving clients from a division of IDM, DebtBusters’ make an impact on the lives of South Africans, committed to providing the best service to those in need with our taylor-made financial solutions.

What can I expect in the Financial Assessor role;

Ultimately progressing into the Financial Consultant role within 6-12 months, a Financial Assessor, contact’s 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.

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 where you would need to be a quick-thinking and decisive individual. This 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.

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.

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.

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.

Job Skills and Competency Requirements:

• Driven and goal oriented.
• Adaptability, resourcefulness, and organisation skills.
• Assertiveness and empathy.
• Active listening and good time-management skills
• Growth mindset and a desire to learn.
• Problem-solving skills.

Other job Requirements:

• Relevant Financial Industry 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.
• Proficient in Microsoft Office would be advantageous.