Job Description
We are a Pinelands-based e-commerce and financial services business, and we are seeking a highly skilled and dynamic professional to join our team as a Graduate Opportunity - Financial Assessor (English / Afrikaans speaking), based in Pinelands, Cape Town.
Attention Graduates! We have an opportunity for you to use your qualifications for good.
If you've just finished your qualification in any financial-industry-related field - like Management, Finance, Business, or Accounting, for example - then keep reading, you'll want to hear this.
Confluent has permanent opportunities available for young, fresh talent like you. If you come with energy, confidence, and ambition the rest will come. What is the rest you ask? Growth, exposure, support, and a chance to help real people every day.
Summary:
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 a 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.
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
Computer Literate
Excellent communication skills, both written and verbal
Working proficiency in Afrikaans would be advantageous
Benefits:
Competitive salary and benefits package
Chance to make a real difference in the lives of our clients
Opportunity to grow and develop your career
Access to bursaries to further your studies
Medical & Retirement Annuity Benefits and more