Graduate Opportunity - Financial Assessor

  • Cape Town, Western Cape
  • Permanent
  • Full-time
  • 2 months ago
  • Apply easily
Attention Graduates!Our Client, IDM has a Graduate opportunity for a Financial Assessor.IDM is a great place to use your newly earned qualification in the finance sector and make a real difference for real people.They are an award-winning industry leader with plans to grow substantially. To do this, they 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 AssessorOpportunity:Permanent PositionDepartment: Financial Assessors - OnboardingSummary:IDM is looking for intelligent and motivated graduates to join their 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 an initial/light assessment of their financial position and educate them about the ways in which we can help them with IDM's 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 IDM's solution funnel. So, you'll have to come with energy, friendliness, and professionalism.In addition, you'll be using IDM's systems to connect with clients and transfer them to the next stage in the process (Financial Consultants) - so being tech savvy will be beneficial.Financial Assessors are a key part of our consumers' journey. IDM will provide extensive induction and role specific training to you, to ensure that you're fully prep

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