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Financial Wellness officer

YOU ARE IN DEMAND!!! This established national concern based in Cape Town’s, Somerset West needs you TODAY to join their team as Financial Wellness Officer!


SECTOR: Finance

BASIC SALARY: R5000 pm plus Com

START DATE: Immediately



  • Build and maintain strategic partnerships
  • Consumer prospecting (proactively seek new business)
  • Personal interaction with clients (and potential clients) with regards to various Clients products and services relating to financial wellbeing
  • Correspond and liaise between clients and the New Business department



  • Matric / Grade 12
  • Good working knowledge of MS Word, MS Excel and e-mail
  • Post matric business related qualification an advantage
  • 1+ years’ working experience (experience in a financial services / debt review environment would be an advantage)

Necessary Skills & Attributes

  • Target driven (related to new business)
  • Ability to build and nurture business relationships (With corporate partners and clients)
  • Strong Sales Ability
  • Active listening skills with the ability to communicate effectively both verbally and in writing
  • Attention to detail
  • Proactive
  • Analytical and problem solving skills


  • Mall Dependant

Meet all of the above?  Interested?  DON’T DELAY EMAIL TODAY TO or telephone 021 42 11917 ask for Maaliek.

If you’ve not heard back from us within 10 working days, please consider your application as unsuccessful for this role. We will retain your credentials for future similar roles.


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