Work-Force
JustMoney Financial Coach – Graduate Opportunity opportunity in Cape Town, Western Cape.
JustMoney Financial Coach JustMoney.co.za is a trusted voice within the personal finance sector. The JustMoney platform offers articles, money management tools, and various financial solutions and services. More than 700,000 South Africans are registered on the free credit score platform to stay informed and make good money choices.
The JustMoney Coach is an individual who utilises the JustMoney Platform which is designed to help individuals improve their credit management skills and achieve financial stability. As a coach you will provide clients with personalized coaching sessions that cover topics such as budgeting, credit scores, credit solutions and debt management. The JustMoney Platform is available to anyone who wants to improve their financial knowledge and skills.
The program is particularly useful for individuals who are struggling with debt, as the coaching sessions can help them develop strategies for paying off their debts and managing their finances more effectively.
Key Responsibilities
Providing support and recommendations to clients’ financial problems by acting as intermediary between Sanlam Personal Loans, Ooba Home Loans, JustMoney Protect, DebtBusters and other partners through: Identifying solutions that clients need through assisting clients with: Improving their credit score Loan applications Credit card applications Financial review Budget review Debt Consolidation Insurance product offerings Home loan assessments Vehicle finance assessments Using the WebChat platform to engage and identify need for financial assistance Assisting with client queries by quickly resolving queries via the WebChat platform, telephony and emails Transferring live calls to: Financial Consultants of clients in need of Debt consolidation or debt relief Sanlam of clients in need of Credit Facilities, such as Personal Loans and Credit Cards Ooba Home Loans of clients in need of bond origination or further advance Handling Proactive Outbound calls to encourage engagement with client Key
Requirements
Qualifications
Degree Knowledge on the National Credit Act and FAIS Act (highly beneficial) Knowledge on financial services products; including but not limited to credit facilities and debt counselling Key competencies: Principled and ethical behaviour that upholds Confluent’s vision and values Strong communication skills (Verbal and Written) Strong time management skills. High attention to detail and strong analytical skills The ability to prioritise and handle multiple tasks at the same time. Ability to quickly adopt new processes and procedures.
Target driven. Able to work well in a team. Willingness to work flexible hours