Senior Financial Wellness Consultant
6 days ago
As a Senior Financial Wellness Consultant at Bayport, your primary objective is to assist employees improve their overall financial wellbeing through the evaluation of employee’s financial situation; solving complex financial matters with a specific focus on those currently distressed or listed under bureau records. Your responsibility is to guide customers through the process of exiting debt review and overseeing their rehabilitation into a healthier financial state. This involves evaluating employees' financial situations, providing consolidation solutions, and educating them on fundamental principles of good financial health.
**EDUCATION**
**MINIMUM QUALIFICATIONS**
- Matric Qualification or relevant NQF Level 4 qualification
**DESIRED/PREFERRED REQUIREMENTS**
- RE 5 qualification (FAIS Compliant) advantageous
**EXPERIENCE AND KNOWLEDGE**
- Minimum of 1-year experience as a financial wellness consultant/coach
- Minimum 1-year experience in a Customer Service, Sales, Collections or Debt Counselling environment.
- Experience in liaising with external service providers and 3rd party management.
- Debt Rehabilitation and Debt Counselling/consultation experience/knowledge.
- Financial literacy knowledge and skills
- Debt evaluation and distress detecting abilities.
- Passion and desire to assist people in financial distress.
- Must have a valid Code 8 Drivers Licence.
- Must be willing to work flexible hours.
**INDUSTRY EXPERIENCE**
- Debt Counselling, Debt Administration, Legal process understanding
- National Credit Act (NCA) basic knowledge.
- Credit Industry knowledge.
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