Financial Assessor

2 hours ago

Cape Town, South Africa Infinity Group Full time

**Financial Assessor**

About the company

We are a debt counseling company in the Cape Town CBD focused on financial wellness solutions. Our vision to guide our clients from financial distress to financial wealth, consists of using a consultative sales approach, by performing a needs analysis for clients and providing advice telephonically as well as face-to-face and for this reason we are looking to grow our Financial Assessors Team.
- We are looking to onboard a reliable, energetic and passionate individual to join our fast growing company and Financial Assessors team in the Cape Town CBD.
- As a Financial Assessor, your primary responsibility will be to contact customers who have expressed a positive interest in our debt counselling services.
- You will be expected to call customers, who have responded to the company’s
- Make outbound customer calls to promote the company’s products.
- Update the customer database.
- Set up and conduct consultations with qualifying customers over the telephone.
- Verify budgets and debt commitments and agree an interim debt repayment plan.
- Explain the fees (associated with debt counselling) the customer will be responsible for in detail.
- Explain the debt repayment plan to customers and how the collection process works.
- Must be able to give an in depth explanation of all aspects of the debt review.
**Job Requirements**
- Matric (required)
- University or College Diploma/Certificate
- Ability to communicate comfortably with high income clients
- Computer skills (MS Office, Google Docs
- Debt review and/or any sales experience (even retail)
- Outbound sales experience (advantageous)
- Active listening skills
- Able to handle objections
- Exceptional communication skills (verbal and written)
- Ability to use intuition and analytical skills to get the best outcome
**What We Offer**
- Company incentives (from time to time)
- A positive working environment
- Achievable sales targets
- Our General Manager, Call Centre Manager and Team Leaders are all experts in their field, so you will always be exposed to quality training and continuous coaching and support
- Growth opportunities
- Exposure to your field of interest

**Job Types**: Full-time, Permanent

Ability to commute/relocate:

- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (preferred)

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