Key Responsibilities: 

• Providing support and recommendations to clients’ financial problems by acting as intermediary between Sanlam Personal Loans, Ooba Home Loans, JustMoney Protect, DebtBusters and other partners through: 
• Identifying solutions that clients need through assisting clients with 
• Improving their credit score 
• Loan applications 
• Credit card applications 
• Financial review 
• Budget review 
• Debt Consolidation 
• Insurance product offerings 
• Home loan assessments 
• Vehicle finance assessments
• Using the WebChat platform to engage and identify need for financial assistance 
• Assisting with client queries by quickly resolving queries via the WebChat platform, telephony and emails 

Transferring live calls to: 

• Financial Consultants of clients in need of Debt consolidation or debt relief 
• Sanlam of clients in need of Credit Facilities, such as Personal Loans and Credit Cards 
• Ooba Home Loans of clients in need of bond origination or further advance 
• 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