Financial Assessor Graduate

About

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 a initial light assessment of their financial position and educate them about the way: 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
• Trafarigible consumers to our expert Financial Consulting team to complete a thorough soment

Qualifications

• Degree or National Diploma in any financial-industry-related field-like Management, Finance, Business, or Accounting, for example
• •Computer Literate
• NB Experience in a customer service or previous sales role will be advantageous

Application instructions:

• Apply Now!!