Quick Summary
We are a debt counseling company in the Cape Town CBD focused on financial wellness solutions. Our vision to guide our clients from financial distress to financial wealth, consists of using a consultative sales approach, by performing a needs analysis for clients and providing advice telephonically…
We are a debt counseling company in the Cape Town CBD focused on financial wellness solutions. Our vision to guide our clients from financial distress to financial wealth, consists of using a consultative sales approach, by performing a needs analysis for clients and providing advice telephonically as well as face-to-face and for this reason we are looking to grow our VIP Sales Team.
- We are looking to onboard a reliable, energetic and passionate individual to join our fast growing company and VIP sales team in the Cape Town CBD.
- As a Financial Pre-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.
- Set up 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.
Requirements
~1 min read- 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 (even retail)
- 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
What We Offer
~1 min readLocation & Eligibility
Listing Details
- Posted
- May 7, 2020
- First seen
- May 6, 2026
- Last seen
- July 10, 2026
Posting Health
- Days active
- 65
- Repost count
- 0
- Trust Level
- 16%
- Scored at
- July 11, 2026
Signal breakdown
Please let balfour-management know you found this job on Jobera.
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