Financial Wellness Consultant

Johannesburg, GP, ZA, South Africa

Job Description

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 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 driver's license.

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Job Detail

  • Job Id
    JD1398113
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Contract
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Johannesburg, GP, ZA, South Africa
  • Education
    Not mentioned