36 Wellness Consultant jobs in South Africa
Financial Wellness Consultant
Posted 2 days ago
Job Viewed
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.
EDUCATION
MINIMUM QUALIFICATIONS
• Matric and / or equivalent NQF Level 4 qualification
p>EXPERIENCE AND KNOWLEDGEMINIMUM REQUIREMENTS
• Financial industry knowledge and 2 years working experience
p>• 3 – 5 years sales experienceDESIRED REQUIREMENTS
• Post Matric qualification or equivalent
p>• Regulatory Examination and FAIS ComplianceFinancial Wellness Consultant
Posted 6 days ago
Job Viewed
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.
EDUCATION
MINIMUM QUALIFICATIONS
• Matric and / or equivalent NQF Level 4 qualification
p>EXPERIENCE AND KNOWLEDGEMINIMUM REQUIREMENTS
• Financial industry knowledge and 2 years working experience
p>• 3 – 5 years sales experienceDESIRED REQUIREMENTS
• Post Matric qualification or equivalent
p>• Regulatory Examination and FAIS ComplianceFinancial Wellbeing Consultant
Posted 8 days ago
Job Viewed
Job Description
At least 6 months - 2 years experience in the: -
· Financial Services industry including service providers and the retail market
· Legislation governing investment markets (local and offshore), investment vehicles and retirement funds
· Tax implications of the various investment options available
· Specific long-term Insurance Categories,
· Compulsory and Discretionary Investments
· Ability to provide Estate Planning advice and the gathering of information to draft standard wills
· Ability to build rapport with key stakeholders
Educational required
· Matric
· Tertiary qualification i.e. relevant. BCom/BBus allowing access to a Post graduate diploma in Financial Planning
· NQF 5 in Wealth Management or higher wealth management qualification
· RE5
Advantageous - CFP license (member of the FPI or studying towards it)
· To attend and assist at corporate wellness days;
· To attend and assist at corporate financial wellbeing days;
· To attend and assist corporate member education sessions;
· To assist with campaigns, themed campaigns, projects and initiatives as required;
· To effectively manage leads from various interventions and provide feedback;
· As required, to assist with worksite marketing and financial awareness;
· To assist in segmented Corporate accounts with brand marketing and financial planning needs;
· Develop and implement strategies with Senior Consultant to create and manage business opportunities arising within assigned and segmented Corporate accounts;
· Manage and strengthen relationships with key personnel in assigned and segmented Corporate accounts;
· Assist clients with financial planning advice and solutions aligned to the 6 step financial planning process including:
· Make a written recommendation based on a clients responses to the risk profile questionnaire and subsequent discussions; · Provide the client with information on the performance of the various investment portfolios available;
· Educate the clients with regards to basic investment principles, i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc;
· Resolve client concerns, queries and/or complaints;
· Source new business by means of referrals.
Financial wellbeing consultant
Posted today
Job Viewed
Job Description
Corporate Consultant - Financial Wellness (JB5583)
Posted 6 days ago
Job Viewed
Job Description
Location : Paarl, Western Cape
Salary : R10 000 - R15 000 per month + travel allowance and performance-based incentives
Employment Type: Permanent
Workplace: Remote, with travel to client sites and HQ in Pretoria, Gauteng
A dynamic and fast-growing company in the Financial Wellness Technology sector is seeking a motivated Corporate Consultant to join their Western Cape sales team . This client-facing role is ideal for professionals with strong face-to-face sales experience who are passionate about financial well-being , relationship building , and driving performance-based results .
As a Corporate Consultant , you will engage directly with employees at employer sites, around areas such as Paarl, Stellenbosch and Hermanus promoting financial wellness products and solutions that make a real difference. You’ll benefit from full training, professional development , and excellent earning potential in a supportive, growth-focused environment.
Minimum Requirements:
Grade 12.
Own vehicle and valid driver’s licence.
RE1 and/or RE5 qualifications are advantageous.
2+ years of face-to-face sales experience , preferably in financial services .
Proven ability to consistently meet or exceed sales targets.
Strong interpersonal and communication skills .
Ability to work independently and manage time effectively.
Willing and able to travel to client sites.
Key Responsibilities:
Visit employer sites to promote and sell financial wellness products .
Build and maintain strong relationships with employers and employees.
Collect, qualify, and authenticate client leads .
Upload client documentation and assist with onboarding.
Consistently meet individual and team sales targets .
Provide professional after-sales support to ensure client satisfaction.
Act as a trusted brand ambassador , delivering value-driven client service .
Are you ready to help others achieve financial wellness while growing your career? Apply today and take the next step in your sales journey .
#CorporateConsultant #FinancialWellness #SalesCareers #FaceToFaceSales #FieldSalesJobs #WesternCapeJobs #FinancialServicesCareers #SalesConsultant #ClientEngagement #NowHiringSA
Please do not apply using Scanned CVs, no supporting documentation is required at this point, this will be requested later.
IMPORTANT: We specialize in specific niche fields. Regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed on our website.
Kontak Recruitment Disclaimer:
Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements.
Job specifics: Requirements mirror advertisement, duties may adjust for client needs.*Fair process: Fair assessment, only shortlisted candidates contacted due to volume.
Privacy: Data processed as per Privacy Policy. By applying, you agree to data handling. We safeguard applicant info.
Candidate verification: Candidates selected by the client are verified. False info may disqualify or end employment via the client.
Offer clarity: Advert is not a binding offer. Written offers based on pre-employment conditions.
No direct link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY.
Applicant Responsibility: Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received, you must verify with Kontak Recruitment. #J-18808-Ljbffr
Corporate Consultant - Financial Wellness (JB5583)
Posted today
Job Viewed
Job Description
Corporate consultant - financial wellness (jb5583)
Posted today
Job Viewed
Job Description
This client-facing role is ideal for professionals with strong face-to-face sales experience who are passionate about financial well-being , relationship building , and driving performance-based results.
As a Corporate Consultant , you will engage directly with employees at employer sites, around areas such as Paarl, Stellenbosch and Hermanus promoting financial wellness products and solutions that make a real difference.
Youll benefit from full training, professional development , and excellent earning potential in a supportive, growth-focused environment.
Minimum Requirements: Grade 12.
Own vehicle and valid drivers licence.
RE1 and/or RE5 qualifications are advantageous.
2 years of face-to-face sales experience , preferably in financial services.
Proven ability to consistently meet or exceed sales targets.
Strong interpersonal and communication skills.
Ability to work independently and manage time effectively.
Willing and able to travel to client sites.
Key Responsibilities: Visit employer sites to promote and sell financial wellness products.
Build and maintain strong relationships with employers and employees.
Collect, qualify, and authenticate client leads.
Upload client documentation and assist with onboarding.
Consistently meet individual and team sales targets.
Provide professional after-sales support to ensure client satisfaction.
Act as a trusted brand ambassador , delivering value-driven client service.
Are you ready to help others achieve financial wellness while growing your career? Apply today and take the next step in your sales journey.
Corporate Consultant Financial Wellness Sales Careers Face To Face Sales Field Sales Jobs Western Cape Jobs Financial Services Careers Sales Consultant Client Engagement Now Hiring SA Please do not apply using Scanned CVs, no supporting documentation is required at this point, this will be requested later.
IMPORTANT: We specialize in specific niche fields.
Regret that we are unable to provide assistance for any fields outside of this scope.
Fields can be viewed on our website.
Kontak Recruitment Disclaimer: Equal opportunity: All backgrounds are welcomed, with no bias.
All are considered based on requirements.
Job specifics: Requirements mirror advertisement, duties may adjust for client needs.* Fair process: Fair assessment, only shortlisted candidates contacted due to volume.
Privacy: Data processed as per Privacy Policy.
By applying, you agree to data handling.
We safeguard applicant info.
Candidate verification: Candidates selected by the client are verified.
False info may disqualify or end employment via the client.
Offer clarity: Advert is not a binding offer.
Written offers based on pre-employment conditions.
No direct link: Advert is not tied to Kontak Recruitment.
We assist in the employment process ONLY.
Applicant Responsibility: Upon applying, confirmation of receipt for a specific advert is given.
If no confirmation is received, you must verify with Kontak Recruitment.
Be The First To Know
About the latest Wellness consultant Jobs in South Africa !
Corporate consultant - financial wellness (jb5583)
Posted today
Job Viewed
Job Description
Corporate Health Consultant
Posted 4 days ago
Job Viewed
Job Description
Introduction
The Corporate Health Consultant will manage and grow relationships between the Scheme and stakeholders, ensuring exceptional service delivery and client satisfaction. This role is responsible for providing expert advice and support to brokers and corporate clients, driving sales, and ensuring client satisfaction within the designated industry/sector.
Duties & Responsibilities
Role Overview
Areas of Responsibility
- Relationship Management:
- Build and maintain strong relationships with brokers and corporate clients
- Serve as the primary point of contact for brokers and corporate paypoints
- Conduct regular reviews with brokers to assess needs, address issues, and explore opportunities for growth
- Provide expert advice and support on medical aid options
- Ensure high levels of client satisfaction and address any issues promptly
- Sales and Business Development:
- Develop and execute sales strategies to achieve set targets
- Identify and pursue new business opportunities within the designated portfolio
- Work closely with brokers to drive new business growth and retention
- Client Service and Support:
- Address and resolve complaints and escalations efficiently
- Assist brokers and paypoints with product queries, application processes, and problem resolution
- Ensure timely and effective communication with all stakeholders
- Training and Development:
- Conduct broker training sessions and product presentations
- Keep clients informed about new products, industry trends, and regulatory changes
- Reporting and Analysis:
- Establish KPIs for individual performance and monitor progress
- Provide regular performance reports to the Corporate Health Manager
- Analyze market trends and competitor activities to inform strategies
- Provide feedback to management on market conditions, client needs, and product performance
Desired Experience & Qualification
Qualifications
- Matric
- 2-3 years private healthcare industry experience
- Experience with brokers and/or clients in corporate industry
- Proven sales experience
- Excellent presentation and communication skills
- Proficiency in MS Office
- Must meet the "Fit and Proper" criteria as set out by the Financial Sector Conduct Authority (FSCA)
- NQF Wealth Management (NQF5) qualification or equivalent essential
- RE5 Regulatory Examination is preferred
Personal Attributes
- Action-oriented and proactive
- Strong team player with excellent relationship-building skills
- Quick learner, adaptable, and innovative
- Strong sales and negotiation skills
- Superior verbal and written communication abilities
- Strategic thinker with strong analytical and problem-solving skills
- Ability to work independently and as part of a team
- High level of initiative and ability to work in a target-driven environment
- Customer-oriented with a focus on client satisfaction
Work Requirements
- Experience in the corporate broker base essential
- Own transport and valid driver license essential
- Willingness to work extended and flexible hours as necessary
- Travel will be required for the purpose of meeting with clients and/or stakeholders
Ability to manage multiple accounts and projects simultaneously
Package & Remuneration
R35 000 CTC
Corporate health consultant
Posted today
Job Viewed