Financial Wellness Consultant

Financial Wellness Consultant

Bayport Financial Services

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Full-time

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Full-time

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North West

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 relationship.



EDUCATION

MINIMUM QUALIFICATIONS

  • Matric and / or equivalent NQF Level 4 qualification

EXPERIENCE AND KNOWLEDGE

MINIMUM REQUIREMENTS

  • Financial industry knowledge and 2 years working experience

  • 3 5 years sales experience

DESIRED REQUIREMENTS

  • Post Matric qualification or equivalent

  • Regulatory Examination and FAIS Compliance

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 relationship.



EDUCATION

MINIMUM QUALIFICATIONS

  • Matric and / or equivalent NQF Level 4 qualification

EXPERIENCE AND KNOWLEDGE

MINIMUM REQUIREMENTS

  • Financial industry knowledge and 2 years working experience

  • 3 – 5 years sales experience

DESIRED REQUIREMENTS

  • Post Matric qualification or equivalent

  • Regulatory Examination and FAIS Compliance