Financial Assessor - Graduate Opportunity

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.

Responsibilities:

• 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.

Requirements:

• 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.

Advantageous:

• 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.

Skills and competencies we are looking for:

• Accuracy: You handle detailed information carefully and stay attentive to detail, even when the volume is high.
• Adaptability: You adjust how you work with each individual rather than running the same script at everybody.
• Analysing and forming opinions: You examine matters systematically and work through them in a structured way.
• Client focus: You identify what a client actually needs and respond to it, rather than to what you assumed they needed.
• Results oriented: You demonstrate commitment to agreements and follow through on what you said you would do.
• Persuasiveness: You present your ideas and opinions with clear arguments, in order to reach an agreement.
• Cooperation: You work with others to contribute to a shared objective.
• Integrity: You comply with generally accepted standards in everything related to the role.
• Performing under pressure: You maintain effective performance under pressure, and when faced with setbacks or disappointments.
• Assertiveness: You stand up for yourself effectively and hold your position when it matters.

Benefits:

• Competitive salary and benefits package.
• Opportunity to work with a talented team of professionals.
• Chance to make a real difference in the lives of our clients.
• Opportunity to grow and develop your career.
• Debt Counselling registration — we support and fund your DC registration, which is what opens the Financial Consultant route to you.
• Access to bursaries to further your studies.
• Short courses to advance your career within Confluent.
• Medical & Retirement Annuity Benefits and more.
• Half a day off for your birthday.
• Company Transportation provided when applicable.

Who is Confluent?

As an award-winning industry leader in financial advice and solutions, Confluent is positioned to operate in a largely underserved market and will continue to grow. We have big plans for our future, and that could include you!

The people who thrive here genuinely care about making a difference, are self-motivated and driven, creative thinkers and collaborators, and are hungry to learn and grow.

Are you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career? If so, Confluent is the place to be.

The work we do and the way we do it makes a real, lasting difference to the lives of those we reach.