Intelligent Debt Management (IDM) is looking for intelligent, motivated, and ambitious graduates to join our Onboarding Team as Financial Assessors. This role serves as the first step in a fast-track career path toward becoming a Financial Consultant within 6-12 months.
As a Financial Assessor, you will engage with potential clients who have expressed interest in our financial solutions. You will be responsible for gathering information about their financial situation, conducting an initial financial assessment, and educating them on how IDM can assist them in managing their debt effectively.
This role requires quick thinking, strong communication skills, and a client-centric mindset. You will be the first point of contact in a client’s debt management journey, making you an essential brand ambassador for IDM.
- Contact clients who have made inquiries about financial assistance.
- Gather and assess client financial information to determine their financial position.
- Make outbound calls to potential clients.
- Engage with consumers across various platforms and outbound channels.
- Provide exceptional customer service, answering queries and managing expectations.
- Transfer eligible consumers to our Financial Consulting team for a detailed assessment.
- Use company systems effectively to track and manage client interactions.
- Degree or National Diploma in a financial-industry-related field, such as:
- Finance
- Business Management
- Accounting
- Computer literacy is essential.
- Advantageous: Experience in customer service or a previous sales-related role.
We are looking for graduates who demonstrate the following qualities:
- Goal-Oriented & Driven – Motivated to achieve targets and progress in their career.
- Adaptability & Organization – Able to handle multiple tasks efficiently.
- Assertiveness & Empathy – Balancing confidence with understanding client needs.
- Active Listening & Time Management – Providing accurate, timely responses to clients.
- Excellent Communication Skills – Strong verbal and written communication abilities.
- Problem-Solving Mindset – Ability to analyze and offer effective financial solutions.
- Tech-Savvy – Proficiency in Microsoft Office is advantageous.
- Team Player & Independent Worker – Capable of working both collaboratively and autonomously.
- Growth-Oriented – Eager to develop and transition into a Financial Consultant role.
- Career Growth – Fast-track your career into financial consulting within 6-12 months.
- Training & Development – Extensive induction and specialized training provided.
- Dynamic Work Environment – Be part of a high-energy, client-focused team.
- Meaningful Work – Help individuals take control of their financial future.
To apply for the Intelligent Debt Management (IDM) Graduate Opportunity – Financial Assessor, follow these steps:
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Prepare Your Application:
- Update your CV to highlight relevant skills and experience.
- Include a cover letter (optional but recommended) explaining why you're interested in the role.
- Gather any academic transcripts or supporting documents (if required).
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Visit the IDM Careers Portal:
- Go to IDM’s official careers page or the specific job listing for the Financial Assessor role.
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Complete the Online Application:
- Fill in the required personal and academic details.
- Upload your CV and any supporting documents.
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Submit Your Application:
- Double-check all details before submitting.
- Keep an eye on your email for potential interview invitations.
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Interview & Assessment Process:
- If shortlisted, you may be invited for an initial screening call.
- Further assessments and interviews may follow before a final decision is made.
Apply now and take the first step toward a rewarding career in financial consulting with IDM!
