Financial Assessor

Who are we and what do we believe in? We’re deeply digitally focused, highly energetic, and very ambitious. Inala Money Group forms part of the Balfour Group which was founded in 2017, merging several successful tech businesses. The engine that drives our growth is an exceptional combination of technology, marketing, sales and revenue collection, driven by a team of extraordinary talent. We are looking to onboard a reliable, energetic and passionate individual to join our fast growing company and Financial Assessors team in the Cape Town CBD. The Role Responsibilities and Duties: ● As a Financial Assessor, your primary responsibility will be to contact customers who have expressed a positive interest in our debt counselling services. ● You will be expected to call customers, who have responded to the company’s outbound marketing campaigns from various mediums (e.g. website, SMS, email). ● Make outbound customer calls to promote the company’s products. ● Update the customer database. ● Gather all required documents from customers to determine their state of over indebtedness and assess their applications for debt counselling. ● Setup and conduct consultations with qualifying customers over the telephone. ● Verify budgets and debt commitments and agree an interim debt repayment plan. ● Explain the fees (associated with debt counselling) the customer will be responsible for in detail. ● Explain the debt repayment plan to customers and how the collection process works. ● Must be able to give an in-depth explanation of all aspects of the debt review. Qualifications and Experience: ● Matric (Required) ● University or College Diploma/Certificate ● Ability to communicate comfortably with high income clients ● Computer skills (MS Office, Google Docs) ● Debt review and/or any sales experience ● Outbound sales experience (Advantageous) ● Active listening skills ● Able to handle objections ● Exceptional communication skills (verbal and written) ● Ability to use intuition and analytical skills to get the best outcome Your team: ● Culture is everything in this business. We believe in winning as a team and have a highly collaborative environment. ● The office space is vibey and we believe in having a fun work environment for everyone. ● We celebrate success! We believe that hard work pays off. We have high expectations of ourselves and of others, but excellence deserves reward and there are great incentives in place to support this. What is on offer ● A great purpose, a great team, engaging culture ● Market related remuneration package ● An opportunity to get in on the ground floor of a young, fast-growing business with big ambitions ● Opportunity to work with experienced entrepreneurs and business leaders ● Space to grow and opportunity to build