Senior Financial Wellness Consultant
Bayport Financial Services
2026/01/14   Pretoria

Job Ref #: BAYR269
Industry: Banking/Finance And Investment
Job Type: Permanent
Positions Available: 1
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.
Job Description

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.  

 

Job Requirements

EDUCATION
MINIMUM QUALIFICATIONS
•Matric and/or relevant equivalent NQF Level 4 qualification

DESIRED CERTIFICATIONS AND TRAINING COURSES
•Sales / marketing or management (certificate/ diploma)

EXPERIENCE AND KNOWLEDGE
MINIMUM REQUIREMENTS
•Valid driver’s license

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