Financial Wellness Consultant
3 weeks ago
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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.
- Sales / Retail / Business Development jobs
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