Senior Financial Wellness Consultant

6 days ago


Durban, KwaZulu-Natal, South Africa Bayportsa Full time
Senior Financial Wellness Consultant - Durban Central

Join to apply for the Senior Financial Wellness Consultant - Durban Central role at Bayport Financial Services

Job Location: KwaZulu-Natal, Durban
Deadline: March 28, 2025

Description
  • The Senior Financial Wellness Consultant's main responsibilities are to assist corporate employees in improving their overall financial wellbeing through the evaluation of their financial situation, providing 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.
RequirementsMinimum Requirements
  • A Level 7 qualification in Finance, Commerce or Marketing; OR
  • An NQF Level 4 and 5 years experience with 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, including both verbal and written mediums. At least one or two African languages will be an advantage.
  • A valid driver's licence - Code B.
Preferred Requirements
  • Experience in liaising with external service providers and third-party management.
  • Debt rehabilitation and debt counselling/consultation experience/knowledge.
  • Debt evaluation and distress detecting abilities.
Preferred Industry Experience
  • Debt counselling, debt administration, legal process understanding.
  • Basic knowledge of the National Credit Act (NCA).
  • Credit industry knowledge.
  • Experience in accounting/financial services roles.
Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Health Care Provider

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