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Financial Well-being Officer

Witbank, Mpumalanga

Job Requirements

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

Required Qualifications & Experience

  • Matric / Grade 12
  • Good working knowledge of MS Word, MS Excel and e- mail
  • Post matric 3-year business related qualification (e.g. Marketing National Diploma or Degree, RE5 would be an advantage)
  • 2+ years’ working experience in a financial services sales environment
  • Experience in insurance, medical aid, banking or debt review environment would be advantageous 

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 in English and at least one local official South Afrikan language
  • Attention to detail
  • Proactive
  • Analytical and problem solving skills
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