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Employee Financial Wellbeing Advocate
1 week ago
As a Senior Financial Wellness Consultant at Bayport Financial Services, you'll play a vital role in empowering our Corporate clients to take control of their financial wellbeing. We're looking for an experienced professional to join our team and make a meaningful impact.
About the Role:This position involves working closely with employees to assess their financial situations, providing personalized solutions for consolidation and/or personal loans, and educating them on good financial practices.
Responsibilities:- Conduct thorough financial assessments and develop tailored plans for improvement
- Collaborate with colleagues to deliver exceptional customer experiences
- Develop and maintain strong relationships with Corporate clients
- A Level 7 qualification in Finance, Commerce or Marketing; OR
- An NQF Level 4 and 5 years of experience with high performance in loan sales at Bayport
- Exceptional communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team
- Flexibility to work varied hours
- Fluency in English, both verbally and in writing; with additional African languages an advantage
- A valid driver's licence - Code B
- Experience in debt rehabilitation and debt counselling/consultation
- Knowledge of the National Credit Act (NCA)
- Background in accounting/financial services
- Debt counselling, debt administration, legal process understanding
- Credit industry knowledge