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Financial Wellness Coach (Call Centre)

Quantum Recruitment

Johannesburg

On-site

ZAR 50,000 - 200,000

Full time

8 days ago

Job summary

A financial services company based in Johannesburg is seeking a Financial Wellness Coach to guide clients in improving their financial well-being. Responsibilities include handling client calls, educating clients on budgeting and debt management, and developing custom action plans. Applicants should have at least 2-3 years of experience in financial coaching and hold a debt counselling certification.

Qualifications

  • 2-3 years’ experience in financial coaching, debt review, or personal finance advisory.
  • Strong understanding of budgeting, credit scores, and personal finance tools.
  • Excellent interpersonal, communication, and coaching skills.

Responsibilities

  • Handle all inbound client calls and outbound dials.
  • Educate clients on budgeting and debt management.
  • Track client progress and provide feedback.

Skills

Financial coaching
Debt management
Communication skills
Interpersonal skills
Coaching skills

Education

Certification in debt counselling

Job description

Financial Wellness Coach (Call Centre) – Randburg, Johannesburg.

To support clients in improving their financial well-being through personalized coaching. The Financial Coach will guide individuals to develop responsible money habits, set realistic financial goals, and take control of their finances.

Key Responsibilities:

  • Handling all inbound client calls
  • Outbound dials as per campaigns
  • Ability to communicate effectively with clients.
  • Questioning and listening skills
  • Accuracy in documentation and capturing of case management
  • Booking of Appointments for financial coaching
  • Identifying and cross referrals to partners for financial planning and other financial needs
  • Assess client financial situations and develop customized action plans.
  • Educate clients on budgeting, debt management, saving, and credit improvement.
  • Track client progress and provide regular feedback and motivation.
  • Collaborate with internal teams or external service providers as needed.
  • Stay up to date on financial regulations and coaching techniques.
  • Good knowledge of all the relevant acts including the National Credit Act and Consumer Protection Act

Key Requirements:

  • Minimum 2 to 3 years’ experience in financial coaching, debt review, or personal finance advisory.
  • Certification in debt counselling is mandatory
  • Strong understanding of budgeting, credit scores, debt management, and personal finance tools.
  • Excellent interpersonal, communication, and coaching skills.
  • Ability to work independently and maintain high confidentiality standards.
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