New Business/ Clients Administrator

2 weeks ago


Cape Town, South Africa StaffCentral Consulting Full time

**Job Duties/Responsibilities will include**:
Do administration with regard to new and existing business
The preparation, summary and administration of quotations
Capturing of clients new / altered business details
Capturing of details on to business register
Ensure that FICA and FAIS documentation has been received
Follow up on outstanding matters
Assist with medical aid administration for individual clients and corporate clients
Ensure data integrity in order to maintain correct information at all times
Handle queries timeously and effectively
Ensure that new clients information are updated on the system and existing clients changes are captured
Assist broker with instructions received and ensure that broker is kept up to date with progress
Organizing of relevant training with product providers

Matric with 1 - 3 years’ experience
Current / previous work experience at a financial advisory company will be advantageous
Must be methodical and well organize
Must be willing to work in a team
Highly computer literate
Excellent communication skills - both verbal and written - fully bilingual
Ability to work under pressure - confident personality



  • Cape Town, Western Cape, South Africa Santam Business Full time

    We are looking for a highly motivated and organised Administrative Business Partner to join our corporate team at Santam Business. As a key member of the team, you will provide exceptional administrative support to our senior management, ensuring seamless day-to-day operations.Primary Responsibilities:Provide proactive administrative support, including...


  • Cape Town, South Africa Recruitmentmatters Full time

    Our Client is looking for a Client Portfolio Administrator The Portfolio Administrator is primarily responsible for performing the tasks that comprise the administrative service offering to Clients, thereby contributing to the ongoing Client relationship. The main focus of the role is to provide quality service and maximise Client retention and referral....


  • Cape Town, Western Cape, South Africa New World Personnel Consultants Full time

    New Business Acquisition Manager - Steel & TubeIn this critical role, the New Business Acquisition Manager will be responsible for identifying and pursuing new business opportunities in the Steel & Tube market. The successful candidate will have a strong understanding of the industry and a proven ability to drive revenue growth through strategic partnerships...


  • Cape Town, South Africa TMF Group Full time

    **Job Purpose** Join TMF as Client Administrator and become part of our client servicing team. If you are not only looking for a regular accounting A-Z job but to be the manager of your own client needs, take this chance to join TMF and get the opportunity to grow with this exciting opportunity to more responsibility. **Key Responsibilities** As Client...


  • Cape Town, South Africa RecruiTech Full time

    Our client is looking for a Senior New Business Sales Consultant to join their team in Cape Town. This company specialises in transportation solutions to blue chip companies and so requires salespeople who come with industry experience (road freight, distribution, warehousing). A solid sales track record will be required. **Responsibilities**: -...


  • Cape Town, South Africa Tych Business Solutions Full time

    **Job ID**: 59812**Date Posted**: Posted 2 hours ago**Location**: Cape Town**Job Title**: BUSINESS DEVELOPMENT REPRESENTATIVE - CAPE TOWN - WESTERN CAPE The Business Development Representative will work predominantly in a client facing role, focusing on top-of-funnel activity and taking full accountability for seeking out and acquiring new business. The...


  • Cape Town, South Africa RecruiTech Full time

    Main Responsibilities: - Responsible for securing new clients - Ability to prospect effectively in order to secure appointments with qualified leads - Manage pipeline to ensure conversion rate is applied and revenue generated to reach targets - Plan & execute approaches & pitches to clients - Handle & overcome client objections - Comfortable with presenting...


  • Cape Town, South Africa RecruiTech Full time

    **Main Responsibilities**: - Responsible for securing new clients - Ability to prospect effectively in order to secure appointments with qualified leads - Manage pipeline to ensure conversion rate is applied and revenue generated to reach targets - Plan & execute approaches & pitches to clients - Handle & overcome client objections - Comfortable with...


  • Cape Town, South Africa RecruiTech Full time

    **Main Responsibilities**: - Responsible for securing new clients - Ability to prospect effectively in order to secure appointments with qualified leads - Manage pipeline to ensure conversion rate is applied and revenue generated to reach targets - Plan & execute approaches & pitches to clients - Handle & overcome client objections - Comfortable with...


  • Cape Town, South Africa Freightmore Cape Town Full time

    **THE FREIGHTMORE GROUP OF COMPANIES** **NEW BUSINESS SALES EXECUTIVE (CPT)** **Working Hours: Mon - Fri 08:00 - 17:00** **Essential Criteria** - Matric - 5-8 Years’ experience in a Sales position - Freight and Logistics Industry is advantageous. - Tertiary Education - Marketing and Sales related. - MS Word, Excel, Internet, Parcel Perfect (Adv.) - High...


  • Cape Town, South Africa RecruiTech Full time

    **Responsibilities**: - Responsible for securing new clients - Generating leads and scheduling meetings - Manage pipeline to ensure conversion rate is applied and revenue generated to reach targets - Comfortable with presenting to clients - Master and understand market trends - Proven success in your sales ability - Meet and exceed targets - Convert new...


  • Cape Town, South Africa RecruiTech Full time

    **Responsibilities**: - Responsible for securing new clients within the corporate space - Ability to prospect effectively in order to secure appointments with qualified leads - Manage pipeline to ensure conversion rate is applied and revenue generated to reach targets - Plan & execute approaches & pitches to clients - Handle & overcome client objections -...


  • Cape Town, South Africa Momentum Corporate Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...


  • Cape Town, South Africa RecruiTech Full time

    Requirements: MatricOwn Vehicle and Valid Drivers LicenceMin 3 years sales experience in the Courier industry specialising in courier transportationA solid Sales Track Record will be required Skills and attributes:Confident and AssertiveSound Business Development / External Sales experience A Go-getter and HunterStrong Sales talentGood networks and...


  • Cape Town, South Africa Momentum Corporate Full time

    **Introduction** **Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page. **Role Purpose** - To provide an effective and efficient service to clients by receiving, evaluating and responding to enquiries timeously and to ensure monthly reconciliations are conducted and annuity payments are...


  • Cape Town, Western Cape, South Africa The Legends Agency Full time

    Job Title: New Business DeveloperPosition: WHAT YOU WILL BRING TO THE COMPANYAre you a dynamic, results-driven professional with a passion for creating meaningful partnerships? Our client is seeking an innovative New Business Development Specialist to drive growth, build relationships, and identify exciting opportunities in the digital marketing space. Our...


  • Cape Town, South Africa CKH Group Full time

    **The big picture**: The CKH Group is looking for a dynamic person to join in the role of Client relationship administrator. This will suit someone with good organizational and communication skills wanting to work internationally. You will be part of a team spread across various geographies and oversee the client relationships and reporting activities for a...


  • Cape Town, South Africa Momentum Corporate Full time

    **Introduction**Disclaimer** - As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose** - Effective execution of retirement fund administration in line with business, legislative and industry requirements, thereby improving overall client experience. - **Additional Information** This role is on a Pay for...

  • New Business

    7 days ago


    Cape Town, Western Cape, South Africa Miranda Forrester Spa & Beauty Placements Full time

    NEW BUSINESS & SALES CONSULTANT - Beauty TechnologiesCAPE TOWN & Surrounds (W-Cape) - South AfricaSTART: A.S.A.P / April 2025REPORT TO: Director / Sales ManagerHOURS & SHIFTS:Monday to Friday 08:30 - 17:30SALARY & BENEFITS:R15,000 Salary per month Commission & Incentives+ Company Fuel Card - for company traveling only+ Company Cell Phone & Tablet+ Company...

  • New Client Consultant

    4 weeks ago


    Cape Town, Western Cape, South Africa Talent Shore SA Ltd Full time

    About Our Client: We are a specialist firm of Independent Financial Advisers which, for more than 25 years, has been helping clients to build financial security both for the present and the future. We are continuously looking to improve, develop and grow our team. Due to our ongoing success we need to recruit driven, enthusiastic, and hardworking team...