Financial Consultant Expert

3 days ago


Johannesburg, Gauteng, South Africa Bayportsa Full time
Job Description:

We are seeking a highly motivated and experienced Financial Wellness Consultant to join our team at Bayport Financial Services.

The ideal candidate will possess strong customer service skills, be knowledgeable about financial products, and have a passion for building long-term relationships with clients.

About the Role:
  • Contribute to the growth and profitability of Bayport Financial Services by providing quality customer service and sales support.
  • Develop a deep understanding of customer needs and effectively communicate product features and benefits.
  • BUILD STRONG CLIENT RELATIONSHIPS THROUGH EFFECTIVE FOLLOW-UP AND COMMUNICATION.
Requirements:Educational Background:
  • Matric or equivalent NQF Level 4 qualification.
Work Experience:Minimum Requirements:
  • A minimum of 2 years' experience in the financial industry.
  • 3 – 5 years of sales experience.
  • A valid driver's license is required.
Desirable Requirements:
  • A post-matric qualification or equivalent.
  • Regulatory examination and FAIS compliance.
  • Sales/Retail/Business Development experience.
Professional Skills:
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Basic computer skills, including Microsoft Office applications.


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