Senior Financial Wellness Consultant
19 hours ago
Job Location: Eastern Cape, East London
Deadline: March 28, 2025
Description
- The Senior Financial Wellness Consultant's main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee's financial situation, providing them with consolidation and/or personal loan solutions, and educating employees on basic principles of good financial health.
- To contribute to Bayport Financial Services growth and profitability by offering Money Solutions products and services to Corporate Employees in line with Bayport's Corporate strategy.
MINIMUM REQUIREMENTS
- A Level 7 qualification in Finance, Commerce or Marketing; OR
- An NQF Level 4 and 5-years experience and high performance in loan sales at Bayport.
- People engagement is a key requirement.
- Financial literacy knowledge and skills – reasonable understanding of personal finance, debt and savings.
- Ability to explain basic financial concepts to others.
- Passion and desire to assist people in financial distress.
- Must be willing to work flexible hours.
- Must be fluent in English. This includes both the verbal and written mediums. At least one or two African Languages will be an advantage.
- A valid driver's licence - Code B.
- Experience in liaising with external service providers and 3rd party management.
- Debt Rehabilitation and Debt Counselling/consultation experience/knowledge.
- Debt evaluation and distress detecting abilities.
- Debt Counselling, Debt Administration, Legal process understanding.
- National Credit Act (NCA) basic knowledge.
- Credit Industry knowledge.
- Accounting / Financial Services jobs.
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