Consultative 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...

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 provider in Pretoria seeks a dedicated individual to provide customer service and manage relationships. The role involves analyzing customer needs, ensuring operational compliance, and identifying sales opportunities. Candidates should have strong consultative selling skills and a minimum of Grade 12 qualification. This position...

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...

**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...

A leading financial services company in Pretoria is looking for an individual who can provide tailored advice on a variety of products while consistently achieving market results. This role involves handling inquiries, developing customer relationships, and ensuring operational compliance. Ideal candidates should possess consultative selling skills and...

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**: **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...

**Job Overview**: **Afrikaans - Contact Centre Consultant (Financial Services)** **Location: La Lucia, KwaZulu Natal** There is an exciting opportunity available at a prestigious **financial services** concern located in KwaZulu Natal for an ** Afrikaans speaking Call Centre Consultant**. **Q** **ualifications and Experience**: - **Completed Grade 12...