Financial Coach (Durban) MMH261102-5

Role Purpose The Financial Coach is responsible for delivering Retirement Benefit Counselling (RBC), financial wellness education, and member engagement solutions across assigned corporate clients through both face-to-face and digital channels. The role empowers members with factual, unbiased information throughout their membership journey, including onboarding, active membership, preservation, retirement, and exit. The incumbent drives business growth through lead conversion, asset retention, …