Hollard is a leading financial services provider offering a range of insurance and financial solutions designed to support and protect clients throughout their financial journey. Through strategic partnerships and innovative solutions, Hollard aims to improve financial resilience and provide accessible, value-driven products. 

The Hollard Money Coach plays a key role in supporting clients to improve their credit management skills and achieve long-term financial stability. 

As a coach, you will provide clients with personalised coaching sessions covering key financial topics such as budgeting, credit scores, credit solutions, and debt management.  

This role is focused on empowering clients with the knowledge, tools, and support needed to make informed financial decisions and improve their overall financial health. 

The Hollard Money Coach is particularly valuable for individuals who are financially constrained, as it provides guidance on managing debt effectively while building sustainable financial habits. 

Key Responsibilities: 

Providing support and recommendations to clients’ financial needs by acting as an intermediary between Hollard and key partners (e.g. JustMoney, DebtBusters, Sanlam and others) through: 

1. Delivering personalised financial coaching, including: 
   • Budgeting and financial planning  
   • Credit score education and improvement  
   • Credit solutions and product guidance (via partners) 
   • Debt management strategies 
   • Debt consolidation and debt relief referrals  
2. Engaging with clients across multiple channels to understand their financial needs:  
   • Digital platforms 
   • Telephony  
3. Identifying appropriate solutions and guiding clients toward suitable products or services within the Hollard and partner ecosystem.  
4. Managing client queries effectively by providing clear, accurate, and timely feedback 
5. Conduct proactive outbound engagement to: 
   • Promote financial wellness 
   • Educate clients on financial wellness  
   • Encourage ongoing client participation 
6. Transferring and referring clients appropriately, including:  
   • Financial Consultants for debt review or debt relief  
   • Relevant partners for loans or financial solutions  
   • Hollard insurance channels for protection products 

Key Requirements: 

• Minimum of 6 months in current role  

• No active disciplinary records  

• Knowledge of the National Credit Act (NCA) and FAIS Act (advantageous)  

• Strong understanding of: 
  • Credit lifecycle  
  • Debt management 
  • Financial products  

• Relevant tertiary qualification (certificate, diploma, or degree) in Finance, Accounting, Economics, Credit, or a related field 

Key Competencies: 

• Strong communication skills (verbal and written)  

• High level of empathy and client-centric approach  

• Strong analytical and problem-solving skills  

• Ability to manage multiple client interactions effectively  

• Strong attention to detail  

• Target-driven and results-oriented  

• Ability to work independently and within a team  

• Adaptability and willingness to learn