Wellness and Money Management Consultant
4 days ago
Become a key member of our team at Bayport Financial Services as a Senior Financial Wellness Consultant. In this role, you'll have the opportunity to make a positive impact on the financial wellbeing of our Corporate clients.
About the Position:This is an ideal position for someone who is passionate about helping others achieve financial stability. You'll be responsible for assessing employees' financial situations, developing personalized plans for improvement, and educating them on good financial practices.
Responsibilities:- Evaluate employees' financial situations and provide tailored solutions for consolidation and/or personal loans
- 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
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