Senior Financial Wellness Consultant

4 days ago


Pretoria, Gauteng, South Africa Bayportsa Full time
Senior Financial Wellness Consultant - Pretoria

Join to apply for the Senior Financial Wellness Consultant - Pretoria role at Bayport Financial Services.

Job title: Senior Financial Wellness Consultant - Pretoria
Job Location: Gauteng, Pretoria
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 employees' financial situations, 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.
RequirementsMINIMUM 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, both verbal and written. 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 3rd 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.
  • National Credit Act (NCA) basic knowledge.
  • Credit Industry knowledge.
  • Accounting / Financial Services jobs.
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Health Care Provider

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