Balfour Management

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

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