Financial Wellbeing Consultant

2 weeks ago

East London, South Africa Kamo Placements Full time

**JOB DESCRIPTION**
- Make outbound calls to all relevant Retirees, Leavers and Joiners where necessary
- Take inbound telephonic calls and provide the relevant RBC and or advice to the individual clients from our Corporate Client base.
- To assist with campaigns, themed campaigns, projects and initiatives as required
- As required, to assist with worksite marketing and financial awareness;
- Develop and implement strategies with relevant Financial Planning Consultant to create and manage business opportunities arising within assigned and segmented Corporate accounts;
- Manage and strengthen relationships with key personnel in assigned and segmented Corporate accounts
- Resolve client concerns, queries and/or complaints;
- Source new business within the relevant Corporate account

**JOB REQUIREMENTS**

**Education and Experience**
- Matric
- Tertiary qualification i.e. BCom (majors in Financial Management or Financial Planning or Investments or Marketing);
- Post Graduate Diploma in Financial Planning (CFP license or studying towards it)

**Knowledge and skills**
- Good understanding of the tax implications in holistic financial planning;
- Good understanding of features and appropriateness of various products: Preservation Funds, Retirement Annuities, Annuities, Endowments, Life and Disability Assurance Policies, Unit Trusts, Trusts.

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