Financial Wellness Expert

5 days ago


East London, Eastern Cape, South Africa Bayportsa Full time
About the Role

The Senior Financial Wellness Consultant will play a crucial role in improving the financial wellbeing of corporate employees. The ideal candidate will possess excellent communication skills and be able to explain complex financial concepts in a simple, easy-to-understand manner.

This is a great opportunity for someone who is passionate about helping others achieve financial stability and security.

Key Responsibilities
  • Evaluate the financial situation of corporate employees and provide personalized solutions to improve their financial wellbeing.
  • Contribute to Bayport Financial Services' growth and profitability by offering Money Solutions products and services to corporate employees.
Requirements
  • 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.
  • Excellent people engagement skills.
  • Financial literacy knowledge and skills – reasonable understanding of personal finance, debt, and savings.
  • Ability to work flexible hours.
  • Fluency in English (verbal and written). At least one or two African languages will be an advantage.
  • A valid driver's licence - Code B.


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