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.