Financial Wellness Consultant (Call Centre Sales Agent)

Bayport Financial Services; Johannesburg; On-site; ZAR 250,000 - 350,000; Full time

Job summary

A leading financial services company seeks a Financial Wellness Consultant to enhance growth and profitability through excellent customer service and sales. The role requires understanding customer needs, effective communication of product benefits, and building lasting client relationships. Candidates should have a Matric qualification and relevant experience in the financial industry.

Qualifications

• Matric or equivalent NQF Level 4 qualification required.
• 2 years experience in the financial industry and 3-5 years in sales.
• Post Matric qualification or equivalent is desired.

Responsibilities

• Provide quality customer service and sales for all Bayport products.
• Understand customer needs and communicate product features effectively.
• Follow-up and build client relationships.

Skills

Customer Service

Sales

Communication

Education

Matric or equivalent NQF Level 4 qualification

Job description

Job title : Financial Wellness Consultant (Call Centre Sales Agent)

Job Location : Gauteng, Johannesburg Deadline : June 15, 2025 Quick Recommended Links

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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.

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