Financial Consultant

CMT Financial Services (PTY) Ltd FSP: 49389 Sales Consultant Position Available **Responsibilities**: Provide financial risk planning for clients insurance needs Marketing new business and cultivating strong client relations Sourcing direct marketing sales leads Admin and retentions Constant Personal Development **Qualifications**: Grade 12 and...

**Role Overview** As a Financial Adviser within an Old Mutual franchise, you will provide tailored financial solutions to individuals, families, and small businesses. Operating under a globally recognized brand, you will leverage Old Mutual’s resources while enjoying the autonomy of a franchise model. Your role focuses on fostering financial security...

**Location: Pretoria** **_Do you have an unwavering attention to detail and an eye for spotting errors? Do you love reviewing phone calls to ensure staff meet the required standard? Are you fantastic at evaluation and coaching where required? Raise your hand because_** **_ WE’RE HIRING!_** **_ - ** **_It’s our mission to unleash the potential in our...

A leading financial services organization in South Africa is seeking an experienced Financial Consultant. This role involves providing tailored advice on financial products, engaging with customers to determine their needs, and achieving sales targets. Candidates should have an NQF Level 5 qualification and experience in consultative selling and customer...

Broker Consultant Position Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers. Duties & Responsibilities Developing and maintaining broker relationships Review New business pipeline, follow-up and tracking...

A leading financial services company in Pretoria seeks a Financial Consultant to provide advice on a range of products. Responsibilities include customer service activities, relationship management, and identifying sales opportunities. Ideal candidates should possess a Matriculation Certificate and strong communication skills. The position supports...

A leading financial services provider in Pretoria seeks individuals to provide product advice and manage customer relationships. The role involves customer service tasks, compliance with standards, and prospecting for new clients. Applicants should have a Grade 12 qualification and skills in consultative selling and customer understanding. This role offers...

Are you a finance and technology enthusiast seeking an opportunity to drive transformative change? Our organisation is seeking a talented Financial Systems Implementation Consultant to join our dynamic team. As a Financial Systems Implementation Consultant, you will be responsible for analysing our clients' business finance processes, identifying areas for...

**Job Overview**: **Foreclosure Consultant (Financial Services)** **Location: La Lucia, Durban, KwaZulu-Natal** A leading financial services concern has a new opportunity available for a **Foreclosure Consultant.** **Key Performance Areas**: - _Handle all arrear accounts transferred to the Foreclosure Team and where it is necessary._ - _To institute...

**Job Overview**: **Property Finance Sales Consultant (Financial Services)** **Location**:Richards Bay, KwaZulu-Natal** A large **financial services group** is seeking the expertise of a **Property Finance Sales Consultant**. As an experienced **Property Finance Sales Consultant,** one will be responsible to actively **prospect potential home loan...