Sales Client Query Consultant

Sales Client Query Agent

DebtBusters is currently seeking a Sales Client Query Agent. The successful candidate will be responsible for supporting the Sales department by responding (through calls and email) to typical client queries to assist clients in a smooth onboarding process. The queries will include payment related, retention-related, and credit-provider-oriented client queries and this candidate will support the Financial Consulting department. The candidate must be solutions-driven, a good communicator, highly efficient, and detail-orientated. They should aim to achieve excellent client service while aiming to resolve client queries accurately and efficiently.

What you can expect from your first year at IDM:

• Communication with clients you are helping on an ongoing basis (no face-to-face Client Service/Sales).
• Exposure to the biggest Financial Service Providers, including the big 5 banks.
• Acquisition of expert knowledge of the National Consumer Act and Consumer rights.
• Opportunity to gain additional recognized qualifications and further study in the Financial Industry
• Operating from a professional office environment, equipped with everything you need for success.
• Connection and networking with young, dynamic, and innovative co-workers.
• Possibility for amazing rewards and recognition
• Company benefits Medical Aid, Retirement Annuity, Bursaries, half day off on your birthday, and more.

Key Responsibilities

Resolving typical client queries over the telephone and/or email that relate to:

• Debt counselling
• The National Credit Act
• Payment and debit order queries
• Retention queries
• Credit provider queries received from clients

This agent will be receiving queries from the Sales team and will be required to call the client immediately to resolve the query telephonically. If telephonic contact is not possible, the agent will revert to email response to try to assist the client with their query.

The agent will be measured on accuracy and speed of query resolution.

Minimum Requirements

• Must have tertiary education in the Finance/business field
• Client service experience or query management is advantageous
• Financial Acumen
• Excellent client service skills
• Good understanding of financial services industry
• Willingness to work shifts
• Criminal clear
• Credit clear

Key Competencies

• Problem solver
• Urgency to attend to client queries and resolve them
• Excellent verbal and written communication skills
• Excellent listener
• Excellent time management
• Analytical
• Ability to work well in a team environment
• Financial acumen
• High levels of honesty, accountability and integrity