Senior Financial Service Specialist

1 week ago


Sandton, South Africa Christo & Associates Full time

At Christo & Associates, we are looking for an experienced Senior Financial Service Specialist to join our team. This role is ideal for individuals with a strong background in insurance sales and existing client servicing experience. If you have what it takes to excel in this position, please read on.

About the Role

We are seeking an enthusiastic professional with at least 2 years of experience in insurance sales, bank sales, and existing client servicing. The ideal candidate will be responsible for providing exceptional financial services to our clients, building strong relationships, and driving business growth.

Responsibilities
  • Provide expert financial advice to clients, helping them make informed decisions about their financial future.
  • Build and maintain strong relationships with existing clients, identifying new business opportunities and increasing revenue.
  • Work closely with the sales team to develop and implement effective strategies to drive business growth.
  • Stay up-to-date with industry trends and developments, ensuring that our clients receive the best possible service.
Requirements

To be successful in this role, you will need:

  • A minimum of 2 years of experience in insurance sales and existing client servicing.
  • NQF Level 5 qualification.
  • RE exam passed.
What We Offer

We offer a competitive basic salary, negotiable based on experience. Additionally, you will be eligible for a commission structure tied to your basic salary amount. This means that your earning potential will be directly linked to your performance and contributions to the company.

Please note that having existing Discovery advisor experience is highly preferred.



  • Sandton, South Africa Vuka Financial Solutions Full time

    Job Title: Financial Management SpecialistAbout Vuka Financial SolutionsVuka Financial Solutions is a South African financial solutions platform that supports the growth of emerging businesses using the latest technology, experience, and capabilities. Our mission is to provide customer-centric services, and we value honesty, trust, progress, achievement,...


  • Sandton, South Africa The Recruitment Council Full time

    At The Recruitment Council, we seek a highly skilled Financial Services Specialist to lead our investment business development efforts. This role demands a deep understanding of the financial landscape, a strong business acumen, and excellent client engagement skills.Key Responsibilities:Build and maintain relationships with financial intermediaries,...


  • Sandton, South Africa Neptune Full time

    Neptune is a successful professional services firm, specializing in Advisory, Audit & Assurance and Taxation, within the Moore Global Network. We provide world-class services to our global client base.About Neptune, we are committed to excellence and take pride in supporting our clients in many different industries and sectors. Our focus is on growing our...


  • Sandton, South Africa Bright Placements Full time

    About the RoleBright Placements is seeking a highly skilled Senior Financial Management Specialist to join our team. As a key member of our financial department, you will be responsible for managing all aspects of financial operations.Key Responsibilities:Manage accounts, including creditors, debtors, reconciliations, and cash management.Prepare accurate and...


  • Sandton, South Africa CA Financial Appointments Full time

    Senior Paraplanner Job Opportunity in SandtonWe are seeking a highly skilled Senior Paraplanner to join our team at CA Financial Appointments in the heart of Sandton.About the Role:As a Senior Paraplanner, you will be responsible for formulating effective financial plans and risk management documents that meet compliance requirements and align with our...


  • Sandton, South Africa Investec Full time

    Description of the RoleThe role of the Senior Financial Services Professional is to deliver high-quality sales performance for Mortgage Protection Cover, providing expert advice to clients and supporting senior advisers in their personal protection and investment activities.Key ResponsibilitiesDrive sales targets for Mortgage Protection Cover on assigned...


  • Sandton, South Africa Staff Concepts Full time

    We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Staff Concepts. As a key member of our financial planning department, you will be responsible for providing expert financial planning support to our clients and ensuring that their investment strategies are aligned with their goals and risk tolerance.The successful...


  • Sandton, South Africa PPS Recruitment Full time

    Job Purpose: Provide expert financial services to clients and members, focusing on implementing PPS financial solutions tailored to their needs.Key Responsibilities:Sourcing and growing a client base for eligible professionals in risk insurance, savings, and investments.Offering comprehensive financial planning, advice, and sales services.Developing and...

  • Senior Test Analyst

    1 month ago


    Sandton, South Africa Boardroom Appointments Full time

    Test Analyst Job Description for Boardroom AppointmentsJob Title: Senior Test Analyst - Banking and Financial ServicesWe are seeking an experienced Senior Test Analyst to join our team at Boardroom Appointments. The ideal candidate will have a background in banking and financial services, with expertise in test analysis and quality assurance.Key...


  • Sandton, South Africa Saatchi & Saatchi (We Are Saatchi) Full time

    Job SummaryWe are seeking a highly skilled Senior Digital Strategist - Financial Services to join our team at Saatchi & Saatchi (We Are Saatchi). As a Senior Digital Strategist, you will play a critical role in developing and executing strategic plans for financial services clients. This is an excellent opportunity for someone looking to advance their career...


  • Sandton, South Africa Hello Group Recruitment Full time

    We are seeking an experienced Senior Call Centre Manager with a minimum of 7+ years in Call Centre management to lead our team in delivering secure and exceptional customer service in the financial services industry. The role involves managing a team of 100 Customer Service Consultants, ensuring operational efficiency, meeting performance targets, and...


  • Sandton, South Africa Vuka Financial Solutions Full time

    Vuka Financial Solutions is a leading financial solutions platform in South Africa, empowering emerging businesses with cutting-edge technology and expertise. Our mission revolves around delivering customer-centric services built on trust, progress, achievement, teamwork, innovation, and learning.The core objectives of our service are centered around...


  • Sandton, South Africa Hollard Recruitment Full time

    The FCRM Senior Specialist Investigations delivers Financial Crime Risk Management services across the FCRM value-chain, including prevention, detection and remediation underpinned by an effective governance model, with a specialised focus on investigations.    Key ResponsibilitiesThe key outputs required for the core function of financial crime...


  • Sandton, South Africa Adonai Human Capital Solutions (PTY) Ltd Full time

    OverviewAdonai Human Capital Solutions (PTY) Ltd seeks an exceptional Senior Marketing Director to lead our financial services marketing efforts. This is a unique opportunity to develop and execute strategic marketing plans that drive business growth and elevate brand excellence.


  • Sandton, South Africa Neptune Full time

    About the RoleWe are seeking a highly skilled Senior Financial Collections Specialist to join our team at our Pretoria campus. This is a permanent position that offers an excellent opportunity for professional growth and development.Job SummaryThe successful candidate will be responsible for managing the entire credit control process, ensuring timely...


  • Sandton, South Africa TalentWhale (Pty) Ltd Full time

    Position Overview:We present a unique opportunity for experienced financial professionals to expand and secure their practice within our client's national distribution network, affiliated with the largest financial services organisation in Africa.Key Responsibilities:Deliver tailored financial planning services to clients.Manage stakeholder relationships...


  • Sandton, South Africa Pollock & Associates Full time

    Company Overview:Pollock & Associates is a leading consulting firm specializing in tax and financial governance solutions. Our team of experts provides innovative and effective solutions to clients across various industries.Salary: The estimated annual salary for this position is $120,000 - $180,000 depending on experience.Job Description:We are seeking an...


  • Sandton, South Africa Investec Full time

    OverviewInvestec, a dynamic financial institution, is seeking a skilled Financial Services Professional to join our team. As an Associate Financial Adviser, you will play a pivotal role in managing sales targets for Mortgage Protection Cover and providing support to senior advisers.Job DescriptionWe are looking for an individual who can build and maintain...

  • Senior Paraplanner

    4 weeks ago


    Sandton, South Africa CA Financial Appointments Full time

    My client is a leading Wealth Manager in South Africa and is seeking a Senior Paraplanner to join their team in Sandton. Do you have a BCom / CFP, with relevant experience in the Wealth Space, this might be just what you are looking for!Responsibilities:Formulate effective financial plan documents and/or risk management documents, in-line with the strategy...

  • Senior Paraplanner

    4 weeks ago


    Sandton, South Africa CA Financial Appointments Full time

    My client is a leading Wealth Manager in South Africa and is seeking a Senior Paraplanner to join their team in Sandton. Do you have a BCom / CFP, with relevant experience in the Wealth Space, this might be just what you are looking for! Responsibilities: Formulate effective financial plan documents and/or risk management documents, in-line with the...