Financial Wellness Expert
21 hours ago
At Bayport Financial Services, we're on a mission to empower employees to take control of their financial wellbeing. As a Senior Financial Wellness Consultant, you'll play a pivotal role in helping our Corporate clients improve their overall financial health.
Key Responsibilities:- Evaluate employees' financial situations and provide tailored solutions for consolidation and/or personal loans
- Offer education and guidance on basic principles of good financial health
- 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
- Strong financial literacy knowledge and skills
- Ability to explain complex financial concepts simply
- Passion for assisting individuals in financial distress
- 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 liaising with external service providers and third-party management
- Debt rehabilitation and debt counselling/consultation experience/knowledge
- Debt evaluation and distress detection abilities
- Debt counselling, debt administration, legal process understanding
- National Credit Act (NCA) basic knowledge
- Credit industry knowledge
- Accounting/financial services experience
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