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Financial Wellness Specialist — Elevate Client Fin Health
Job in
Johannesburg, 2000, South Africa
Listed on 2026-01-26
Listing for:
Bayport Financial Services
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales
Job Description & How to Apply Below
Overview
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.
ResponsibilitiesTo meet and exceed the minimum key performance areas and set monthly solve targets, delivering on call quality and conversion standards.
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