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Intelligent Debt Management (IDM): Graduate Programme 2024

Intelligent Debt Management (IDM): Invites Unemployed Graduates to Apply for the Graduate Programme 2024


Closing Date: 30 March 2024
Job Type: Graduate Programme 
Location: Cape Town, South Africa


Internship Description

We are looking for intelligent and motivated graduates to join our 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 our 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 our solution funnel. So, you’ll have to come with energy, friendliness, and professionalism.

In addition, you’ll be using our systems to connect with clients and transfer them to the next stage in our process (Financial Consultants) – so being tech savvy will be beneficial.

Financial Assessors are a key part of our consumers’ journey. We’ll provide extensive induction and role-specific training to you, to ensure that you’re fully prepared for the challenge.

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 – e.g: Management, Finance, Business, Accounting .etc

Skills and Competencies we are looking for:

  • Computer Literate.
  • Excellent communication skills, both written and verbal.
  • Motivated to grow into the Financial Consulting team.
  • 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.
  • Driven and goal-oriented.
  • Adaptability, resourcefulness, and organisation skills.
  • Assertiveness and empathy.
  • Active listening and good time-management skills

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