Graduate Position

Balfour Management

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Cape Town, ZA Until 8/21/2026 First posted March 21, 2025 Last posted March 21, 2025
Job description

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
About this role

Summary

Contact customers, promote services, assess debt, explain plans, handle objections.

Job title

Financial Pre-Assessor

Experience level

none

Industry

finance

Location requirements

Cape Town, remote work not specified

Salary

Not specified

Management role

No

Skills & keywords

Required skills

communicationactive listeningcomputer skillsoutbound sales

Preferred skills

debt reviewretail experienceverbal and written communication

Specializations

debt reviewsalescustomer service
Locations

Structured locations inferred from the posting.

Cape Town, South Africa

Work arrangement unknown City