Platinum Sales Agent (VIP Financial Pre-Assessor), Cape Town

Calling all Graduates!

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.

Job Description

• 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.

Job Requirements

• 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