Financial Assessor - Graduate Opportunity
Core
Contact consumers to gather financial information, perform initial assessments of their financial position, and educate them on available debt management solutions.
Role type
Entry-level Financial Assessor (Graduate)
Builds
Initial client assessments and debt management intake
Domain
Financial services / Debt management
Deliverable
client delivery
Required skills
Financial data gathering, initial financial assessment, client education, outbound calling, pipeline management, customer service, MS Office
Preferred skills
Sales experience, customer service experience, additional South African language proficiency
Technologies
Internal client management systems
Responsibilities
Contact clients to gather information about their financial situation, Assess client financial information to determine their financial position, Conduct financial assessments by gathering and interpreting a client's full financial picture, Make outbound calls to potential clients, Manage consumer engagements on various platforms and outbound channels, Transfer eligible consumers to the Financial Consulting team