Financial Consultant

Cape Town, Western Cape
Posted 25 days ago
Company:
Inala Money
Company Description:
Inala Money is a Financial Wellness company. To help our clients find their way from financial stress to financial wellness. At Inala Money, we understand that many clients embark on their financial growth journey from a place of distress and despair. As their trusted companion, we’re committed to guiding them towards financial well-being every step of the way.
Contract Type:
Full Time
Experience Required:
2 years
Education Level:
Grade 12
Gender:
Any
Number of vacancies:
4

Job Description

Who are we and what do we believe in?
We’re deeply digitally focused, highly energetic, and very ambitious. Inala Money Group forms part
of the Balfour Group which was founded in 2017, merging several successful tech businesses.
The engine that drives our growth is an exceptional combination of technology, marketing, sales
and revenue collection, driven by a team of extraordinary talent.
Our FinTech arm Inala Money Outsourcing is looking for a Financial Consultant to join our team and
help us on our journey of Hyper Growth!

The Role
Responsibilities and Duties:
As a Financial Consultant, your primary responsibility will be to contact customers who have
expressed a positive interest in our debt counseling services via various marketing mediums (e.g.
websites, social media, SMS), and convert them into paying customers.

You will do this by:
● Using a sales script along with your sales training in sales methodology & techniques to
help find out how we can assist clients in their journey to financial wellness.
● This is a technical product and as such you will be required to have a deep understanding
of the debt review process in order to answer client queries.
● Working with various systems to ensure that a successful sale is submitted correctly for
further processing.

Other functions include:
● Assisting with document collection to complete sales.
● Customer service to the extent of guiding your client to the right department when they
come to you with queries.

Qualifications and Experience:
● Matric (Required, Not negotiable)
● University or College Diploma/Certificate advantageous
● Excellent communication skills (verbal and written)
● Highly target-driven with ability to sustain high-performance consistently
● Computer skills (MS Office, Google Docs or similar, LMS/CRM systems experience)
● Sales Experience
● Debt Review Experience advantageous
● Active listening skills
● Ability to handle objections with confidence
● Ability to use intuition and analytical skills to get the best outcome for our customers
● Commitment to quality assurance and compliance outputs
● Willingness to put in additional hours from time-to-time as and when required by the
business
● The ideal candidate for this role is reliable, energetic, passionate and financially focused.

Your team:
● Culture is everything in this business. We believe in winning as a team and have a highly
collaborative environment.
● The office space is vibey and we believe in having a fun work environment for everyone.
● We celebrate success! We believe that hard work pays off. We have high expectations of
ourselves and of others, but excellence deserves reward and there are great incentives in
place to support this.

What is on offer
● A great purpose, a great team, engaging culture
● Market related remuneration package
● An opportunity to get in on the ground floor of a young, fast growing business with big
ambitions
● Opportunity to work with experienced entrepreneurs and business leaders
● Space to grow and opportunity to build

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