DB Client Coach needed at Intelligent Debt Management
Cape Town, Western Cape Full Time Accounting / Financial Services
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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