Financial Assessor - Cape Town at Mancosa

Main 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.
• Make outbound calls to potential clients.
• Manage consumer engagements on our various platforms and/or Outbound Channels.
• Provide excellent customer service and manage client expectations accordingly.
• Transfer eligible consumers to our expert Financial Consulting team to complete a thorough assessment.

Desired Experience & Qualification

• Relevant Financial Industry qualification (BCom/BAdmin/Btech/Diploma)
• No work experience needed. (Training is given)