financial services representative jobs in Breede Valley

About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their future aspirations, and offer the necessary financial tools and support to reach those goals. About Modern Woodmen of...

A leading financial services company in South Africa is seeking passionate sales agents to build and maintain their own client base while marketing and selling its products. This role offers individuals the chance to contribute to the community's financial wellbeing and grow their careers with supportive training. Candidates should have a Matriculation Certificate and clear credit and criminal...

Sales Representative Location: Worcester, Western Cape Package: Basic salary + Commission + Company Car Overview: A leading national supplier of steel and industrial products is seeking a results-driven Sales Representative to join their Worcester branch. The ideal candidate will have solid industry knowledge, excellent relationship-building skills, and a strong track record in sales...

Engagement Counselor - Homeless Services Worcester Join Eliot – A Place to Belong, Grow, and Inspire Change At Eliot, your work has purpose. You’ll be part of a compassionate, mission‑driven team committed to resilience, empowerment, and lasting change. We foster an inclusive workplace where all backgrounds and perspectives are valued, creating a culture of belonging and professional...

Business Segment: Personal & Private Banking To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e., Private Banking Signature, Premium, Growth and Commercial Banking) in order to solve for their complex financial needs. Qualifications - NQF level 6-7 Qualification (Advanced Diploma OR Degree) - 120 credits or Qualification aligned with FAIS...

Introduction Metropolitan is one of the oldest financial services brands in South Africa. With a 127-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African...

Closing Date2023/03/31Reference NumberMMH230303-22Job TitleFinancial Advisor - BolandPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceWestern CapeLocation - Town / CityStellenbosch/WorcesterIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy...

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A leading financial services provider in South Africa is seeking an individual for a financial advisory role focused on delivering tailored financial advice and building long-term client relationships. The role requires meeting business targets while complying with regulatory standards. Prospective candidates should have at least a Grade 12 qualification and experience in financial planning and...

A leading financial services firm seeks a licensed financial adviser in Worcester, South Africa. This role involves conducting financial needs analyses and presenting tailored investment and insurance recommendations to clients. Responsibilities include maintaining professional relationships, meeting sales targets, and providing ongoing client reviews. Candidates should possess a Further...

A leading financial services provider is looking for a Sales Manager based in Worcester, South Africa. This role involves managing an experienced sales team, ensuring profitability, and contributing to the overall leadership. The ideal candidate must be FAIS compliant with relevant qualifications, have experience in sales management, and possess strong administrative and coaching skills. The...

A leading financial institution in South Africa is seeking a FAIS licensed financial adviser to conduct Financial Needs Analyses and provide tailored recommendations. The ideal candidate will manage client relationships and ensure compliance with financial regulations while achieving sales targets. Candidates must possess a strong background in business, commerce, or management studies, with a...

Chief Financial Officer (CFO) - Stellenbosch Chief Financial Officer (CFO) Stellenbosch. Market Related Salary. Our client in the citrus sector is looking for a CFO that has citrus sector experience to join their team in Stellenbosch. Qualifications - CA(SA) qualification (registered with SAICA) - Minimum 5 years’ experience within the citrus/agricultural sector in a similar position - Strong...

Financial Advisor - Western Cape (Worcester & Stellenbosch) Join to apply for the Financial Advisor - Western Cape (Worcester & Stellenbosch) role at Metropolitan Role Purpose Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...

A leading financial services company in Worcester is seeking a Sales Manager to oversee a team and ensure profitability by managing results, resources, and risks. The ideal candidate must possess a financial planning certificate and previous experience in sales management. This role will also involve contributing to the overall leadership of the geographical area while coaching and developing the...

Empowering Africa’s tomorrow, together…one story at a time.With 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 SummaryTo follow the six steps of financial planning in...

Sanlam is seeking a Financial Advisor to develop client relationships and provide tailored financial solutions. The role requires compliance with regulatory standards, strong client management skills, and a focus on achieving business targets. Successful candidates will play a key role in delivering financial advisory services while building a rewarding career within a leading South African...

A leading financial services company is seeking an Advancing Financial Adviser in Worcester, South Africa. The ideal candidate will have at least 12 months of experience in financial services and relevant qualifications. Responsibilities include consulting with clients, evaluating their financial needs, and identifying sales opportunities. A valid driver's license and car are required. The...

Advancing Financial Adviser page is loaded## Advancing Financial Adviserlocations: Worcesterposted on: Posted Todayjob requisition id: JR-74209Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Qualifications and ExperienceA minimum of Matric or equivalentA minimum 12 months’ financial services experience as a...