DB Client Coach needed at Intelligent Debt Management

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Job title : DB Client Coach

Job Location : Western Cape, Cape Town

Deadline : January 10, 2025

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Key Responsibilities: 

  • Providing support and recommendations to clients’ financial problems by acting as intermediary between JustMoney Protect and DebtBusters and future partners through: 
  • Identifying solutions that clients need through assisting clients with 
  • Improving their credit score  
  • Financial review 
  • Budget review 
  • Debt Consolidation 
  • Insurance product offerings  

Transferring live calls to: 

  • Financial Consultants of clients in need of Debt consolidation or debt relief 
  • JustMoney Protect of clients in need of Insurance solutions
  • Handling Proactive Outbound calls to encourage engagement with client 

Key Requirements: 

  •  Must be more than 6 months employed in current position  
  • Must have no valid disciplinary issues on file 
  • Knowledge on the National Credit Act and FAIS Act (highly beneficial) 
  • Excellent knowledge of IDM Group products, processes and systems, particularly Debt Counselling and Insurance products 
  • Qualifications – Degree

Key competencies:

  •  Principled and ethical behaviour that upholds IDM’s vision and values 
  • Strong communication skills (Verbal and Written) 
  • Strong time management skills. 
  • High attention to detail and strong analytical skills 
  • The ability to prioritise and handle multiple tasks at the same time. 
  • Ability to quickly adopt new processes and procedures. 
  • Target driven. 
  • Able to work well in a team. 
  • Willingness to work flexible hours 

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

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