Corporate Financial Consultant
7 months ago
The Corporate Financial Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee’s financial situation, providing them with consolidation and/or personal loan solutions and educating employees on basic principles of good financial health. To contribute to Bayport Financial Services growth and profitability by offering Money Solutions products and services to Corporate Employees in line with Bayport’s Corporate strategy.
**MINIMUM REQUIREMENTS**
- A Level 7 qualification in Finance, Commerce or Marketing; OR
- An NQF Level 4 and 5-years experience and high performance in loan sales at Bayport.
- People engagement is a key requirement.
- Financial literacy knowledge and skills - reasonable understanding of personal finance, debt and
savings.
- Ability to explain basic financial concepts to others
- Passion and desire to assist people in financial distress.
- Must be willing to work flexible hours.
- Must be willing to travel and stay in a location away from home for two to three months.
- Must be fluent in English. This includes both the verbal and written mediums. At least one or two African Languages will be an advantage.
**PREFERED REQUIREMENTS**
- Experience in liaising with external service providers and 3rd party management.
- Debt Rehabilitation and Debt Counselling/consultation experience/knowledge.
- Debt evaluation and distress detecting abilities.
- A valid driver’s Licence.
**PREFERRED INDUSTRY EXPERIENCE**
- Debt Counselling, Debt Administration, Legal process understanding
- National Credit Act (NCA) basic knowledge.
- Credit Industry knowledge.
-
Activations and Relationship Co-ordinator
4 months ago
Bellville, South Africa Bayport Financial Services Full timeTo support the Corporate and Activations Managers, Area and Branch Managers with planning, implementing, managing and measuring predetermined relationship building and employee engagement activities. Provide support to the relationship and activations manager, Plan, co-ordination and implementation of effective activations, financial wellness days and...
-
Financial Consultant
3 days ago
Bellville, South Africa Bayport Financial Services Full timeThe purpose of this position is to: To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client...
-
Snr Consultant: Corporate Finance Jg14
7 months ago
Bellville, South Africa Sanlam Full time**Who are we?** Sanlam was established as a life insurance company in South Africa but has since transformed into a diversified financial services group that operates across the African continent, India, Malaysia and selected developed markets, with listings on the Johannesburg, A2X and Namibian stock exchanges. In 2018 the Group celebrated its centenary as...
-
Financial Administrator
7 months ago
Bellville, South Africa Momentum Corporate Full time**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** Responsible for...
-
Assist: Corporate Brokerage Engagement: Ra
7 months ago
Bellville, South Africa Sanlam Full time**Who are we?** Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...
-
Assist: Corporate Brokerage Engagement: Sls
4 months ago
Bellville, South Africa Sanlam Full time**Who are we?** Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We...
-
Investment Consultant
7 months ago
Bellville, South Africa Sanlam Full time**About Sanlam Corporate**: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives...
-
Principal Investment Consultant
7 months ago
Bellville, South Africa Sanlam Full time**About Sanlam Corporate**: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives...
-
Product Specialist Leader
7 months ago
Bellville, South Africa Momentum Corporate Full time**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...
-
Product Owner
8 months ago
Bellville, South Africa Sanlam Full timeWho are we?- Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratise financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of...
-
Associate Benefit Consultant
7 months ago
Bellville, South Africa Sanlam Full time**About Sanlam Corporate** - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives every...
-
Bellville, South Africa Sanlam Full timeWho are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides...
-
Financial Services Sales Consultant
4 months ago
Bellville, South Africa Octogen Pty Ltd Full time**Become an Ambassador for Financial Freedom: Join Octogen's Team!** **Here's What You Will Be Doing**: - **Dynamic Connections with Clients**: Engage with clients through calls and face-to-face interactions, introducing a range of Octogen products and services designed for financial well-being and debt review. - **Proactive Lead Pursuit**: Reach out and...
-
Reinsurance Consultant
6 months ago
Bellville, South Africa Sanlam Full time**Who are we?** Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides...
-
Healthcare Consultant
6 months ago
Bellville, South Africa Sanlam Full time**About Sanlam Corporate**: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We believe in creating and cultivating a positive, energised working environment that gives...
-
Financial Controller
7 months ago
Bellville, South Africa Sanlam Full time**About Sanlam Corporate**: - Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees. We tap into over 100 years of expertise to provide cost-effective Employee Benefits and...
-
Lead Consultant
7 months ago
Bellville, South Africa Isilumko Staffing Full timeUrgent: Leads Consultant Our client in the insurance industry is seeking Leads Consultants to generate quality sales opportunities for the Distribution channels. Qualification & experience - Matric (or equivalent qualification) - Call Centre experience (Outbound would be an advantage) - Previous financial services experience will be advantageous - Minimum...
-
Lead Consultant
6 months ago
Bellville, South Africa Isilumko Staffing Full timeUrgent: Leads Consultant Our client in the insurance industry is seeking Leads Consultants to generate quality sales opportunities for the Distribution channels. Qualification & experience - Matric (or equivalent qualification) - Call Centre experience (Outbound would be an advantage) - Previous financial services experience will be advantageous - Minimum...
-
Financial Consultant: Fund
4 months ago
Bellville, South Africa Sanlam Full time**Who are we?** Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...
-
Business Development Consultant
4 months ago
Bellville, South Africa Sanlam Full time**Who are we?** Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of...