Debt Counselling Specialist

1 month ago


Cape Town, Western Cape, South Africa Balfour Management Full time
Job Title: Graduate Position

We are a debt counselling company in the Cape Town CBD focused on providing financial wellness solutions. Our vision is to guide our clients from financial distress to financial wealth by using a consultative sales approach, performing needs analysis, and providing advice telephonically and face-to-face.

Job Description

As a Financial Pre-Assessor, you will be responsible for contacting customers who have expressed interest in our debt counselling services. Your primary duties will include:

  • Calling customers who have responded to our outbound marketing campaigns
  • Making outbound customer calls to promote our products
  • Updating the customer database
  • Gathering required documents from customers to determine their state of over indebtedness and assess their applications for debt counselling
  • Setting up and conducting consultations with qualifying customers over the telephone
  • Verifying budgets and debt commitments and agreeing an interim debt repayment plan
  • Explaining the fees associated with debt counselling and the debt repayment plan to customers
Requirements

To be successful in this role, you will need:

  • A university or college diploma/certificate
  • Ability to communicate comfortably with high-income clients
  • Computer skills, including MS Office and Google Docs
  • Debt review and/or sales experience, even in retail
  • Outbound sales experience (advantageous)
  • Active listening skills
  • Able to handle objections
  • Exceptional communication skills (verbal and written)
What We Offer

We offer a positive working environment, achievable sales targets, and growth opportunities. Our team leaders are experts in their field, providing quality training and continuous coaching and support. You will also have the opportunity to work with a dynamic team and contribute to the company's growth and success.



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