Graduate Opportunity – Financial Assessor

About the Job

Intelligent Debt Management (IDM) has permanent opportunities for intelligent and motivated graduates to join their Onboarding team as Financial Assessors, with the potential to progress into a Financial Consultant role within 6-12 months. As a Financial Assessor, you will contact consumers who need financial assistance, gather their information, provide an initial financial assessment, and educate them about IDM’s solutions.

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 (in any financial-industry-related field like Management, Finance, Business, or Accounting).
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.