Financial Consultant jobs in Mthatha

Branch Consultant / Financial Advisor - Lusikisiki Date: 11 Apr 2025 Location: Mthatha, Eastern Cape, ZA Who are we? Sanlam Developing Markets [SDM] (a wholly‑owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry‑level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of...

A leading financial services organization in Mthatha is looking for individuals to provide customer service and support. You will assess customer needs, maintain accurate data in the CRM, and develop relationships with potential customers. Candidates must have proven experience in consultative selling and customer service, alongside a relevant qualification (NQF Level 5). This role plays a vital...

A leading financial services firm seeks a Customer Service Professional in Mthatha to provide advice on products and ensure customer satisfaction. This role involves assessing customer needs, maintaining CRM data, and developing client relationships through consultative selling. Candidates should possess NQF Level 5 qualifications and be well-versed in customer service practices. The position...

A leading financial services provider in Mthatha is seeking customer service-driven individuals to join their team. The role requires excellent consultative selling skills and a commitment to enhancing customer relationships. Candidates should possess a NQF Level 5 qualification and demonstrate proficiency in managing sales opportunities and customer inquiries. The successful candidate will...

A leading financial services provider in Mthatha is seeking a motivated individual to optimize the selling of Financial Services products through a store channel. The candidate will collaborate with store staff to enhance customer relationships and achieve sales targets. A Matric qualification and at least 2 years of sales or marketing experience are required. The role also involves assisting...

Empowering Africa’s tomorrow, together…one story at a timeWith over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary - To follow the six steps of financial...

Overview Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description - Customer Service – Carry out standard customer service activities and handle simple inquiries. - Solutions Analysis – Assess compliance with established standards and protocols for routine inquiries. - Receiving Visitors – Receive...

BBranch Consultant/ Financial Advisor - Matatiele Date: 21 Aug 2024 Location: Mthatha, Eastern Cape, ZA Who are we? Sanlam Developing Markets [SDM](a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of...

Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionnaProvides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.# Responsibilities## ## Customer ServiceCarry out standard customer service activities and...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description: Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. Responsibilities - Customer Service: Carry out standard customer service activities...

A leading financial services provider in South Africa is seeking a Branch Consultant/Financial Advisor for their Lusikisiki branch. The successful candidate will promote financial products, provide sound advice, and manage client relationships effectively. Responsibilities include understanding client needs, maintaining portfolios, and delivering exceptional service. Applicants should have a...

A financial services firm in South Africa is seeking a Sales Consultant to build and manage relationships with clients, advise on products, and achieve sales targets. The ideal candidate should have a Grade 12 certificate, FAIS compliance, and at least 3 years of sales experience. The position offers a basic salary of R7000 plus incentives based on performance, and requires a valid driver’s...

A leading South African financial services provider is seeking a Branch Consultant/Financial Advisor in Mthatha to provide expert financial advice and enhance client relationships. Candidates should possess a Matric qualification and ideally have experience in sales or marketing. The role involves managing client profiles, ensuring compliance with regulations, and reporting on daily activities....

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self‑motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser. Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial...

A leading financial services provider in South Africa is seeking a Personal Financial Adviser. The role involves providing financial advice, building client relationships, and requires a Senior Certificate (Matric) along with strong consultative selling skills. Ideal candidates will have a minimum of 3 years of experience in finance or insurance, and a valid driver's license. The position offers...

A leading insurance company in Mthatha seeks dynamic individuals with an entrepreneurial spirit to drive sales and provide financial advice. Candidates must possess skills in consultative selling and customer relationships. The ideal applicant will have an NQF Level 5 qualification or equivalent and be responsible for procuring new business while managing existing client relationships. This role...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Part-time opportunity: - Part-time Financial Adviser - Grade 12 - Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice - Access to in-segment market and existing network -...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. Customer Service Provide a quality service to customers while identifying...