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Job Opportunity: Financial Wellness Consultant
Reason for Reporting
Are you passionate about empowering individuals to achieve financial well-being? Do you excel at building
meaningful relationships and delivering tailored advice that creates a lasting impact? We are a respected
financial wellness company dedicated to guiding people toward financial stability through various services and solutions. We’re looking for Financial Wellness Consultants to join our team and
provide clients with insightful, compassionate support as they work toward financial freedom.
Key Responsibilities:
Cultivate strong, trusting client relationships by understanding their unique financial challenges and
offering compassionate, professional guidance toward effective financial solutions.
Evaluate clients’ financial situations and recommend personalized plans that empower them to regain
control of their finances.
Guide clients through each stage of their financial wellness journey, offering clear explanations of the
benefits, next steps, and providing ongoing support.
Contribute to the company’s goals by meeting engagement targets, focusing on genuine client needs
and holistic financial improvement.
Enhance client satisfaction by being a knowledgeable and supportive advisor, addressing their
questions and concerns, and fostering long-term relationships.
Collaborate with a dedicated team to ensure that clients feel empowered and receive a seamless, high-quality experience.
Qualifications:
Exceptional communication and interpersonal skills, with an empathetic, trustworthy approach to
client interactions.
Strong problem-solving abilities and a genuine commitment to helping clients achieve lasting financial
stability.
Goal-oriented, with a demonstrated ability to achieve results without compromising the quality and
integrity of the client experience.
What We Offer:
A competitive salary and reward structure that recognizes your dedication and impact.
A client-focused work environment where trust, empathy, and excellence guide our actions.
Continuous training and development programs to keep your skills sharp and relevant in a changing
industry.
A fulfilling career that allows you to make a meaningful difference in people’s financial lives and help
them build a secure future.
If you’re excited about building trusted client relationships and guiding individuals to achieve financial
wellness—or if you’re looking to begin a career in the financial wellness industry—reach out to us today.
Apply now and join a company where your work truly impacts lives.
Please fill in the short questionnaire attached below.
Location: Durbanville
Application: Send your CV to careers@mydebthero.co.za
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