Financial Services Consultant

1 week ago


Nelspruit, Mpumalanga, South Africa Metropolitan Full time
About the Role

The Financial Services Consultant will play a critical role in selling company products to generate new business and provide after-sales service to clients. This individual will attract and retain clients by highlighting the features and benefits of various products based on their financial wellness needs.

Responsibilities:
  • Engage with prospective clients to support and guide their decision-making process
  • Sell products in line with client's financial needs by conducting affordability analysis
  • Calculate and advise on tax and legal implications of products and or changes
  • Achieve set targets on production, quality, and conversion
Qualifications:
  • Minimum of 2 years experience in the financial services industry
  • Minimum of 2 years experience in a financial advice rendering role
  • Finance/Business related tertiary qualification (desirable)
  • Matric or equivalent NQF 4 qualification
  • Compliance with FAIS Fit and Proper requirements
  • Computer literacy (essential)
  • Own Car (Drivers License - Compulsory)


  • Nelspruit, Mpumalanga, South Africa PPS Full time

    Job OverviewPurpose of the Role:The primary objective of this position is to provide expert financial services to professionals and individuals. The successful candidate will be responsible for identifying, retaining, and growing a client base by implementing tailored financial solutions that meet their needs.Key ResponsibilitiesThis commission-based role...


  • Nelspruit, Mpumalanga, South Africa Old Mutual Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Financial Consultant to join our team. In this role, you will be responsible for providing exceptional customer service and financial education to achieve lending, servicing, transactional banking, and insurance sales targets through the marketing and selling of Old Mutual products.Key...

  • Financial Consultant

    2 weeks ago


    Nelspruit, Mpumalanga, South Africa Old Mutual Full time

    Financial Consultant (Nelspruit)Financial Consultant (Nelspruit)Apply locations Nelspruit posted on Posted 2 Days Ago job requisition id JR-64438Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThis role is responsible for providing exceptional customer service and...


  • Nelspruit, Mpumalanga, South Africa Old Mutual South Africa Full time

    Job OverviewAs a Financial Consultant at Old Mutual South Africa, you will play a pivotal role in delivering exceptional customer service and financial education to achieve lending, servicing, transactional banking, and insurance sales targets.Key ResponsibilitiesMeet monthly sales targets for lending, transactional banking, and insurance products.Servicing...


  • Nelspruit, Mpumalanga, South Africa Sanlam Full time

    Sanlam is a leading provider of financial services in South Africa, dedicated to building strong, lasting relationships with our clients and employees. We aim to provide expert financial advice and support that meets the evolving needs of individuals and businesses.Our goal is to help our clients achieve their financial objectives through a range of services...

  • Sales Consultant

    1 week ago


    Nelspruit, Mpumalanga, South Africa All networks Full time

    Company DescriptionThe company is an experienced insurance business with almost a decade of experience in real estate investing and wealth creation. We offer hands-on experience and invaluable knowledge to help investors on their property journey. With a deep understanding of the market intricacies and successful navigation of property transactions, we...

  • Sales Consultant

    4 days ago


    Nelspruit, Mpumalanga, South Africa All Networks Full time

    Company DescriptionThe company is an experienced insurance business with almost a decade of experience in real estate investing and wealth creation.We offer hands-on experience and invaluable knowledge to help investors on their property journey.With a deep understanding of the market intricacies and successful navigation of property transactions, we provide...


  • Nelspruit, Mpumalanga, South Africa Hyphen Financial Services Full time

    City of Mbombela, Mpumalanga, South AfricaOperations Director at Hyphen Financial ServicesThe ideal candidate will prospect and close sales leads to help generate revenue for the company. They will also be responsible for developing, implementing, and evaluating the sales strategy.They will have strong management and coaching skills to support the learning...


  • Nelspruit, Mpumalanga, South Africa Neptune Full time

    At Neptune, we are seeking a skilled Financial Services Specialist to join our team. In this role, you will provide expert financial services to our clients, focusing on holistic financial planning, advice, and sales in risk insurance, savings, and investments.The ideal candidate will be an experienced and target-driven financial planner with a strong...


  • Nelspruit, Mpumalanga, South Africa Sanlam Full time

    Job OverviewWe are seeking a highly motivated and experienced professional to join our team as a Financial Services Specialist. As a key member of our organization, you will be responsible for providing exceptional financial advice and services to our clients.Key ResponsibilitiesDeliver high-quality sales and advisory services to clientsGain in-depth...


  • Nelspruit, Mpumalanga, South Africa Old Mutual Full time

    Job DescriptionWe are seeking a self-motivated and dynamic individual to join our team as a Financial Services Specialist.The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending fit for purpose financial plans and solutions.Key...


  • Nelspruit, Mpumalanga, South Africa Old Mutual South Africa Full time

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThis role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of...


  • Nelspruit, Mpumalanga, South Africa PPS Full time

    Job OverviewPurpose of the Job:The key objective of this role is to provide professional financial services to clients or professionals. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs.This is a...


  • Nelspruit, Mpumalanga, South Africa Mashova Group Full time

    Company Overview:Mashova Group is a leading business solutions provider offering a range of services including financial management, accounting, and taxation. We are committed to delivering exceptional results for our clients and employees.


  • Nelspruit, Mpumalanga, South Africa Fedgroup Full time

    At HR Genie, we are seeking a skilled Business Development Professional to join our team. As a key player, you will be responsible for identifying and onboarding new brokers, educating them on our financial products, and driving sales to meet targets.About the RoleYou will have the opportunity to work with a dynamic team, driving sales and revenue growth...


  • Nelspruit, Mpumalanga, South Africa Old Mutual Full time

    The RoleAs a Financial Consultant, you will have the opportunity to work with a talented team and make a real difference in the lives of our customers. You will be responsible for providing expert advice and guidance on financial products and services.Key Responsibilities:Provide excellent face-to-face and telephonic service to customers.Project/promote the...


  • Nelspruit, Mpumalanga, South Africa Sanlam Full time

    Required Skills and QualificationsTo be successful in this role, you will need:A degree in finance or a related fieldRelevant experience in business development and financial advisory servicesExcellent communication and interpersonal skillsA strong understanding of market trends and customer needsAbility to work independently and as part of a team


  • Nelspruit, Mpumalanga, South Africa PPS Full time

    Job DescriptionCompany OverviewPPS is a leading provider of financial services, dedicated to delivering expert advice and solutions to professionals and individuals. Our team is passionate about helping our clients achieve their financial goals and build a secure future.Job SummaryWe are seeking an experienced Financial Services Consultant to join our team....


  • Nelspruit, Mpumalanga, South Africa Neptune Full time

    Are you a passionate and driven individual looking for a challenging role in financial services? If so, we encourage you to apply for our Personal Wealth Management Consultant position at Neptune.In this role, you will work closely with our clients to understand their unique financial goals and develop tailored solutions to meet their needs. You will also be...

  • Broker Consultant

    6 days ago


    Nelspruit, Mpumalanga, South Africa HR Genie Full time

    As a Broker Consultant, you'll identify and onboard new brokers, educate them on our products, and drive sales to meet targets. With strong networking skills and a deep understanding of financial products, you'll expand our broker network and contribute to the company's growth.What to Expect:Identify and connect with potential brokersBuild and maintain...