Senior Financial Wellness Consultant

The Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee’s financial situation, providing them with consolidation and/or personal loan solutions and educating employees on basic principles of good financial health.

To contribute to Bayport Financial Services growth and profitability by offering Money Solutions products and services to Corporate Employees in line with Bayport’s Corporate strategy.  

MINIMUM REQUIREMENTS

• Matric and/or relevant equivalent NQF Level 4 qualification
• People engagement is a key requirement.
• Financial literacy knowledge and skills – reasonable understanding of personal finance, debt and savings.
• Ability to explain basic financial concepts to others
• Passion and desire to assist people in financial distress. 
• Must be willing to work flexible hours. 
• Must be fluent in English. This includes both the verbal and written mediums. At least one or two African Languages will be an advantage.
• A legit driver’s license.

DESIRED CERTIFICATIONS AND TRAINING COURSES

• Sales / marketing or management (certificate/ diploma)

PREFERRED INDUSTRY EXPERIENCE

• Minimum of 2 years' experience in the financial services sector.