Financial Wellness Consultant jobs in South Africa

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...

A prominent financial services provider seeks a Sales Consultant in Thohoyandou to attract and retain clients through innovative financial solutions. The role involves engaging clients, analyzing their needs, and providing exceptional service while adhering to compliance standards. Candidates should possess strong sales abilities, experience in a call center, and appropriate qualifications. This...

A financial services company based in Tzaneen is seeking a Sales Consultant to attract and retain clients by selling products and providing excellent after-sales service. The ideal candidate should have 2-3 years of sales experience and a National Senior Certificate in Finance or Business Management. This role emphasizes relationship building, compliance with regulatory requirements, and...

Overview Do you have a passion for helping people take control of their finances? A leading organisation specialising in employee financial wellness solutions is seeking a Financial Wellness Coach to join their dynamic team based in Centurion, Lyttelton. This is a meaningful role where your work directly contributes to improving lives, reducing financial stress, and guiding individuals toward...

A financial services company in Durban seeks a motivated professional to enhance clients' financial wellness through empowerment and education. The role involves selling products, providing after-sales service, and ensuring client retention. Applicants should have at least 2 years of sales/customer service experience, preferably in the insurance sector. A Matric qualification is required, and...

A leading company in the financial services sector seeks a Financial Advisor in Upington. This role involves attracting and retaining clients by selling financial products and providing exceptional after-sales service. With a strong emphasis on client relationships and compliance with regulations, the successful candidate will work to enhance the financial wellness of clients. Ideal candidates...

Overview To contribute to Bayport Financial Services growth and profitability by offering financial wellness consolidation products and services in line with Bayport’s strategy. To improve customers overall financial wellbeing through the evaluation of customers financial situation, providing them with financial wellness solutions and educating customers on basic principles of good financial...

A leading financial services provider is looking for a Sales Consultant in Gauteng. The role involves attracting and retaining clients through the sale of various financial products. The ideal candidate will have relevant sales experience, a National Senior Certificate, and the ability to provide sound financial advice. This position offers a great opportunity to enhance client relationships and...

A leading financial services company in Ixopo seeks an individual to enhance the financial wellness of individuals through education and empowerment. The role involves engaging with clients to sell financial products while ensuring compliance with industry standards. Candidates should possess a Matric or equivalent qualification and have at least two years of sales or customer service experience,...

A leading financial wellness organization in Centurion is seeking a Financial Wellness Coach. In this role, you will help employees take control of their finances through one-on-one coaching. The ideal candidate has 1-2 years of relevant experience, strong interpersonal skills, and a desire to empower others. This position requires a Matric qualification and offers the opportunity to make a...

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...

A leading financial services provider in Johannesburg seeks a motivated individual to attract and retain clients by selling financial products. Responsibilities include engaging clients, conducting affordability analysis, and providing ongoing support and financial advice to enhance client wellness. Ideal candidates will have 2-3 years of sales experience and a background in financial services....

To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client relationship. EDUCATION MINIMUM QUALIFICATIONS - Matric and / or equivalent...

A leading financial services company in Port Shepstone seeks a candidate to enhance the financial wellness of clients through empowerment and education. The role involves engaging clients and selling products to meet their financial needs. A minimum of 2 years' experience in sales or customer service is essential, with knowledge of the financial services industry being advantageous. A...

Job Location : Pretoria, Gauteng, South AfricaApplication Deadline : February 15, 2026 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...

A financial services company is looking for a dedicated professional to enhance client financial wellness through empowerment and education. The role involves engaging clients to sell products, providing after-sales service, and ensuring high levels of customer satisfaction. Applicants should have a Matric qualification, relevant experience in sales or customer service, and a passion for client...

A leading financial services provider in Durban is seeking professionals focused on enhancing client financial wellness. The role involves selling financial products, providing client support, and achieving sales targets. Ideal candidates should have at least 2 years of sales or customer service experience, preferably in insurance or financial services. Strong relationship-building skills and...

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...

To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client relationship. EDUCATION MINIMUM QUALIFICATIONS- Matric and / or equivalent NQF...

A financial services company in Pretoria is seeking a Senior Financial Wellness Consultant to assist corporate employees in improving their financial wellbeing. This role involves evaluating financial situations, providing personal loan solutions, and educating employees on financial health principles. A Matric qualification, 2 years of experience in the financial services sector, and a driver's...