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 on 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

WHAT WE OFFER
? Company incentives (from time to time)
? A positive working environment
? Achievable sales targets
? Our General Manager, Call Centre Manager and Team Leaders are all experts in their field, so
you will always be exposed to quality training and continuous coaching and support
? Growth opportunities
? Exposure to your field of interest