Financial Wellness Consultant
Bayport Financial Services
2026/01/09   North West

Job Ref #: BAYR267
Industry: Banking/Finance And Investment
Job Type: Permanent
Positions Available: 1
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.
Job Description

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.

Job Requirements

 

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