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Financial Assessor - Graduate Opportunity

IDM is currently seeking Financial Assessor(s) who will join a team of financial advisers that offer the best advice and solutions to consumers in financial difficulty. The candidate must be highly efficient, energetic, motivated and ambitious as well as displaying passion and commitment to helping our clients.

Key Responsibilities:

The position will involve:

  • consulting to clients within the following remit:
  • debt counselling and debt management
  • analysing financial circumstances
  • providing solutions and advice to financial problems
  • assisting and advising on how better to manage monthly budgets
  • managing and supporting through the debt management process
  • Processing applications

Key Requirements:

  • Minimum Degree
  • Financial Acumen
  • Excellent client service skills
  • Strong understanding of financial services industry
  • One additional South African language

Key Competencies

  • Passion
  • Excellent communication skills
  • High attention to detail
  • Analytical
  • Excellent time management
  • Ability to prioritise and multitask
  • High levels of honesty, accountability and integrity
  • Excellent problem solving skills
  • Ability to work and thrive within a team
  • Target driven

How to apply:

Please send your CV and motivational letter to hr@intelligentdebtgroup.co.za

Relationship Manager - Graduate Opportunity

The IDM Group is currently seeking a Relationship Manager. The successful candidate will act as a consultant in the Relationship Management Team and will be part of a team of financial advisers. The candidate must be highly efficient, energetic, motivated and ambitious as well as being prepared to make a commitment to the business in the medium term.

Key Responsibilities:

The position will involve:

• Proactively engaging clients about their financial needs, including having holistic, meaningful conversations with clients on non-debt counseling financial products and services such as life insurance, credit insurance, investment & retirement products, bank accounts, other insurance and credit monitoring tools
• Managing a book of segmented clients at the agreed upon service levels across client retention, PDA collection, admin fee collection, query resolution turnaround times, pro-active engagement and other (agreed upon) KPAs
• Building relationships with clients and acting as key relationship manager for IDM for those clients
• Creating a financial goal plan and providing a process, including client buy-in, to meet these requirements using our full financial offering
• Responding to and providing feedback on resolved client queries about any part of the client’s IDM portfolio: debt counselling, additional financial services/products, IDM, and National Credit Act
• Negotiating with credit providers on behalf of clients to have assets secured, if and when required
• Getting annual client account reviews conducted, including but not limited to, Financial Counselling, re- budgeting discussions, re-quoting on insurance, etc.
• Providing advice to clients on debt counselling process
• Any other duties as seen fit

Key Requirements:


• BCom or BSc degree (preferable)
• Desire to become a financial planner
• Good understanding of financial services industry and/or experience in a consumer-facing industry
• Relevant knowledge on the National Credit Act and other relevant Acts/regulations
• Excellent knowledge of IDM processes and systems
• Excellent verbal communication skills
• Ability to prioritise and manage own workload
• Ability to work well in a team environment and with rest of IDM

Key Competencies:


• Financial acumen
• Excellent client service skills
• Presentable phone etiquette
• Accurate and competent written communication skills
• Principled and ethical behaviour that upholds IDM’s vision and values
• High attention to detail
• Excellent time management
• Excellent problem solving skills
• High levels of honesty, accountability and integrity

How to apply:
Please send your CV and motivational letter to hr@intelligentdebtgroup.co.za

Financial Advisors


IDM is currently seeking Financial Advisors to join the needs based team that provides Insurance advice or other financial products to clients. If you are energetic, vibrant and have a passion for helping clients within the financial services industry, then please apply.
Key Responsibilities:
The position will involve:
• Assessing a client’s financial need/needs and developing a tailored portfolio for the client.
• Conducting outbound calls to add to clients’ portfolio Insurance products, Kudough, bank account etc.
• Ensuring non-asset client base is covered.
• Providing excellent customer service by identifying clients’ financial needs (Upsell Products into Existing Client base)
• Resolving and providing feedback to clients about any part of the client’s IDM product portfolio: Insurance Products, Credit report, debt assessment tools, website and mobi access queries, debt counselling or debt consolidation, NCA, Credit Bureaus.
• Adding to client’s simplicity and / or CRM portfolio the relevant products and payment details.

Key Requirements:
• Minimum requirements of a National Senior Certificate/Matric
• Must have minimum 2 years working experience in Telesales and servicing environment in the Financial Services industry.
• Good understanding of financial service industry and insurance products
• An excellent understanding of the NCA, Credit Bureaus, Legal terminology, Acts/regulations
• Ability to independently resolve client questions and queries
• Knowledgeable in all IDM products (Debt Counselling, Insurance, Kudough, Bidvest etc.)
 
Key Competencies:
• Good Listener
• Financial acumen
• Excellent client services skills
• Good verbal communication skills
• Accurate and competent written communication skills
• Principled and ethical behaviour
• High attention to detail
• Excellent time management
• Excellent problem solving skills
• High levels of honesty, accountability and integrity
• Team player
• Lives the IDM Values

How to apply:
Please send your CV and motivational letter to kirsten.abel2@idmgroup.co.za