Financial Wellness Consultant jobs in Eastern Cape

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...

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 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 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 financial services firm in Gqeberha, South Africa, is seeking a Customer Service Representative to manage client inquiries and support business development activities. Responsibilities include customer relationship management, ensuring data accuracy, and following quality protocols. Essential skills include consultative selling, effective communication, and understanding customer needs. The...

The Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee’s financial situation, providing them with consolidation and/or personal loan solutions and educating employees on basic principles of good financial health.To contribute to Bayport Financial Services growth and...

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...

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...

A leading African financial services firm is seeking an individual to provide advice on a range of products to a designated market. Responsibilities include handling customer inquiries, ensuring compliance with standards, and developing customer relationships. The ideal candidate should possess excellent consultative selling skills and a Matriculation Certificate. Join us to contribute to a great...

A reputable financial services provider is seeking individuals to deliver exceptional customer service while advising on products tailored for a specific market. Responsibilities include managing customer inquiries, developing relationships with potential clients, ensuring compliance with quality standards, and inputting data into systems. A Matriculation Certificate is required, with skills in...

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 simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...

A leading financial services company seeks candidates to build relationships with customers and identify business opportunities in Aliwal North, Eastern Cape. Key responsibilities include ensuring quality service, analyzing customer needs, and leveraging CRM data for business development. Applicants must possess NQF Level 5 qualifications and skills in consultative selling and customer service....

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...

A financial services company in Gqeberha is seeking an individual to contribute to growth through quality customer service and sales. Responsibilities include understanding customer needs, communicating product features, and building client relationships. Required qualifications include Matric and 2 years in the financial industry with 3-5 years of sales experience. This role is essential for...

Overview 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 simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life...

A financial services provider is seeking a motivated individual to provide quality customer service, identify business opportunities, and develop relationships with clients. The ideal candidate will have an NQF Level 5 qualification and strong sales skills, including consultative selling and customer-focused solutions. Responsibilities include analyzing customer needs, managing data in CRM...

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...

A prominent financial services firm in South Africa seeks an experienced Financial Adviser with at least 12 months of experience in the field. Candidates must have the Matriculation Certificate and ideally complete additional FAIS requirements, including the Regulatory Examination 5. The role requires strong consultative selling skills and a focus on customer satisfaction. A valid driver’s...

A top financial services provider is seeking Branch Consultants to enhance client service and drive sales in Port Elizabeth. Candidates should possess at least 1 year of sales experience and have a Matric certificate. A supportive work environment, opportunities for growth, and competitive compensation await the right individuals. This role involves promoting insurance products, compliance...

A leading insurance firm in eastern South Africa seeks motivated individuals for a customer-focused advisory role. The position involves providing quality service to clients, developing relationships, and analyzing various business solutions. Ideal candidates should have NQF Level 5 qualifications and strong skills in consultative selling and customer service. Responsibilities include CR...