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Financial Wellness Coach

The Legends Agency
On-site
Rustenburg, South Africa
Health and Wellness

Financial Wellness Coach
Location: Rustenburg
Own reliable vehicle required


Are you passionate about empowering others to take control of their finances and build a stable future? We're looking for a Financial Wellness Coach who thrives on making a real impact in peoples lives by providing expert financial training, debt guidance, and personalised coaching to employees across various organisations.


Role Purpose

As a Financial Wellness Coach, youll be the face of financial wellbeing on siteeducating, guiding, and supporting employees to understand their finances, access appropriate credit, manage debt, and ultimately become financially free. Your work will improve not only individual lives but contribute to a more productive and financially stable workforce.


Key Responsibilities

  • Deliver engaging and insightful financial wellness training to staff members
  • Analyse ITC reports and assess clients financial situations
  • Provide tailored financial solutions and debt management strategies
  • Engage proactively with all employees, becoming a trusted resource on-site
  • Build and nurture relationships with empathy, trust, and compassion
  • Source your own leads and create awareness of your services across the site
  • Report daily on progress, maintain accurate documentation, and track impact
  • Meet and exceed set KPIs and performance targets


Minimum Requirements

  • Matric (Grade 12) or equivalent
  • 3-5 years sales experience within the financial/banking sector
  • Strong understanding of debt review, credit collections, and garnishee orders
  • Experience in training or coaching environments (advantageous)
  • Computer literate with excellent administrative skills
  • Own reliable vehicle and valid drivers license (essential)