Financial Wellness Consultant - Pretoria

Bayport Financial Services; Pretoria; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading company in the financial services sector is seeking a Financial Wellness Consultant in Pretoria. The role involves ensuring customer satisfaction through excellent service and sales of various financial products. Candidates should hold at least a Matric qualification and possess essential experience in sales and financial knowledge.

Qualifications

• Minimum education: Matric / NQF Level 4.
• Financial industry knowledge required.
• 2 years experience in the financial sector.

Responsibilities

• Provide quality customer service.
• Communicate product features and benefits.
• Build and maintain client relationships.

Skills

Customer service

Sales skills

Education

Matric and/or NQF Level 4 qualification

Post Matric qualification or equivalent

Job description

Job title : Financial Wellness Consultant - Pretoria

Job Location : Gauteng, Pretoria Deadline : July 10, 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.

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
• Sales / Retail / Business Development jobs