Financial Wellness Coach

The Legends Agency; Rustenburg; On-site; ZAR 50,000 - 200,000; Full time

Job summary

A financial services company is seeking a Financial Wellness Coach in Rustenburg to empower employees in managing their finances. You'll provide expert training and personalized coaching, ensuring financial literacy and stability within the workforce. Ideal candidates will have experience in the financial sector and strong interpersonal skills. A reliable vehicle is essential for this role.

Qualifications

• 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 is advantageous.

Responsibilities

• Deliver engaging financial wellness training to staff.
• Analyse clients' financial situations using ITC reports.
• Provide tailored financial solutions and debt management strategies.
• Build trust and nurture relationships with employees.
• Meet and exceed set KPIs and performance targets.

Skills

Financial training

Debt guidance

Relationship building

Sales experience

Education

Matric (Grade 12) or equivalent

Job description

Financial Wellness Coach
Location: Rustenburg
Own reliable vehicle required

Overview

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

Qualifications

• 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)