Financial Wellness Consultant

3 weeks ago


Johannesburg, Gauteng, South Africa Bayport Financial Services Full time
Job title : Financial Wellness Consultant - JHB NorthJob Location : Gauteng, JohannesburgDeadline : March 28, 2025Quick Recommended Links
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Description

  • 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 health.
  • To meet and exceed the minimum key performance areas and set monthly solve targets, delivering on call quality and conversion standards.

Requirements

EDUCATION

MINIMUM QUALIFICATIONS

  • Matric and / or equivalent NQF Level 4 qualification

EXPERIENCE AND KNOWLEDGE

MINIMUM REQUIREMENTS

  • Financial industry knowledge and 2 years working experience
  • 1 year + sales experience

DESIRED REQUIREMENTS

  • Post Matric qualification or equivalent
  • Regulatory Examination and FAIS Compliance
  • A valid driver's license.
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