Job Title : Financial Coach Randburg
Sector Title : Legal
Area : Randburg
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To support clients in improving their financial wellbeing 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
Remuneration Basic salary Commission Health Care Insurance Group Risk Disability and Funeral Cover