Financial Wellness Consultant
3 days ago
Join to apply for the Financial Wellness Consultant - JHB North role at Bayport Financial Services.
Job Location: Gauteng, Johannesburg
Deadline: March 28, 2025
- 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 situations, 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 sales targets, delivering on call quality and conversion standards.
- Matric and/or equivalent NQF Level 4 qualification.
- Financial industry knowledge and 2 years of working experience.
- 1 year+ sales experience.
- Post Matric qualification or equivalent.
- Regulatory Examination and FAIS Compliance.
- A valid driver's license.
- Sales/Retail/Business Development experience.
Entry level
Employment typeFull-time
Job functionHealth Care Provider
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