Financial Assessor - Graduate

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 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.

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 an 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.

In addition, you’ll be using our systems to connect with clients and transfer them to the next stage in our process (Financial Consultants) – so being tech savvy will be beneficial.

Financial Assessors are a key part of our consumers’ journey. We’ll provide extensive induction and role specific training to you, to ensure that you’re fully prepared for the challenge.

What makes this role even better, is that there are many opportunities to grow. Should you find yourself being a top performer, there is great potential for you to join our Financial Consulting team, where you can make an even greater impact on the lives of consumers.

• 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.
• Conducting financial assessments - gathering, checking and interpreting a client’s full financial picture so the next stage of the journey can be completed accurately.
• Make outbound calls to potential clients.
• Manage consumer engagements on our various platforms and/or Outbound Channels.
• Working and following up on your WIP (work in progress) — owning your pipeline rather than waiting for it to be worked for you.
• Provide excellent customer service and manage client expectations accordingly.
• Meeting daily, weekly and monthly targets.
• Job shadowing across both the Financial Assessor and Financial Consultant sides of the journey, so you understand where your client is going next.
• Transfer eligible consumers to our expert Financial Consulting team to complete a thorough assessment.

• Matric - compulsory.
• Bachelor’s degree / National Diploma in a financial industry related field.
• Computer Literate
  -MS Office
• Excellent communication skills, both written and verbal.
• Willingness to work shifts.

• A Commerce degree.
• An additional language — working proficiency in Afrikaans or another South African language.
• Previous sales experience, particularly in a contact centre environment.
• Experience in a customer service role.

• Accuracy:
  You handle detailed information carefully and stay attentive to detail, even when the volume is high.
• Adaptability:
  You adjust how you work with…