Financial Wellness Consultant
To contribute to Bayport Financial Services growth and profitability by offering financial wellness consolidation products and services in line with Bayports 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.
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 drivers license.
Information :
- Company : Bayport Financial Services
- Position : Financial Wellness Consultant
- Location : Johannesburg, Gauteng
- Country : ZA
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Post Date : 2025-03-03 | Expired Date : 2025-04-02