Business Finance Consultant

2 weeks ago


Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

At Liberty Standard Bank Group 2, we are seeking a skilled Business Finance Consultant to join our team. As a key member of our sales team, you will be responsible for developing and nurturing your own client base through networking and prospecting.

Key Responsibilities:

  • Source new business from retained clients and by means of referrals
  • Meet clients in person to provide them with financial planning advice and solutions
  • Sales as an outcome of needs analysis conducted and advice provided
  • Identify a client's insurance and investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon, etc.
  • Make a written recommendation based on a client's responses to the risk profile questionnaire and subsequent discussions

Benefits:

  • Flexible working hours
  • Training and development (product, systems, and sales)
  • Competitive commission based on achieving set sales targets
  • Opportunity to join a well-established, reputable brand

Requirements:

  • The ideal candidate will be a driven self-starter with the ability to think outside the box and work under pressure
  • Ability to work productively alone as well as in a team within a competitive environment
  • Professional appearance and good communication and interpersonal skills
  • Experience in the sales sector is needed
  • Reaching sales targets is imperative

Education: A tertiary qualification is an advantage.

Personal Qualities: Own transport is non-negotiable. Clear credit and criminal record are important.



  • Pietermaritzburg, KwaZulu-Natal, South Africa MMI Holdings Ltd Full time

    About the RoleMomentum, a leading financial services provider, is seeking a skilled Retail Business Consultant to join their team. As a key member of the sales cluster, you will be responsible for crafting and maintaining strong partnerships with Independent Financial Advisors (IFAs) to drive business growth and success.Key ResponsibilitiesDevelop and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa MMI Holdings Ltd Full time

    About UsMomentum, a leading financial services provider, has been empowering individuals and families since 1966. Our entrepreneurial spirit and innovative culture drive us to deliver exceptional wealth creation, insurance, and income protection solutions.Role PurposeAs a Retail Business Consultant, you will foster meaningful partnerships with Independent...


  • Pietermaritzburg, KwaZulu-Natal, South Africa RecruiTech (Pty) Ltd Full time

    Business Development Sales ConsultantWe are seeking a highly motivated and experienced Business Development Sales Consultant to join our team at RecruiTech (Pty) Ltd. The successful candidate will be responsible for identifying new business opportunities, building and maintaining excellent client relationships, and negotiating and closing deals...


  • Pietermaritzburg, KwaZulu-Natal, South Africa FirstRand Bank Limited Full time

    About the JobAs a Business Financial Advisor at FirstRand Bank Limited, you will provide risk and investment advice to clients, supporting them in achieving their financial goals while adhering to FAIS compliance requirements.Key ResponsibilitiesAchieve sales targets by identifying opportunities to advise on FirstRand investment and risk products.Identify...


  • Pietermaritzburg, KwaZulu-Natal, South Africa FirstRand Bank Limited Full time

    Job SummaryAs a Business Financial Advisor at FirstRand Bank Limited, you will play a crucial role in providing expert risk and investment advice to clients, helping them achieve their financial goals while adhering to FAIS compliance requirements.Key ResponsibilitiesIdentify opportunities to advise on FirstRand investment and risk products to achieve sales...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Standard Bank Group Full time

    Job OverviewAs a Commercial Asset Finance Specialist at Standard Bank Group, you will be responsible for implementing approved asset-based finance transactions to both new and existing customers for allocated portfolios within a province across segments and sectors. Your primary goal will be to achieve Commercial Asset Finance sales performance objectives,...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Standard Bank Group Full time

    Job SummaryWe are seeking a highly motivated and experienced Commercial Asset Finance Specialist to join our team at Standard Bank Group. As a key member of our Commercial Asset Finance team, you will be responsible for implementing approved asset-based finance transactions to both new and existing customers across various segments and sectors.Key...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Standard Bank Group Full time

    Company OverviewStandard Bank Group is a leading financial institution in Africa, dedicated to driving growth and development across the continent.About the RoleWe are seeking an experienced Commercial Asset Finance Sales Professional to join our team. As a key member of our sales force, you will be responsible for achieving commercial asset finance sales...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    At Liberty Standard Bank Group 2, we are seeking a highly skilled Strategic Financial Consultant to join our team. In this role, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and objectives.Responsibilities:Establish and maintain strong relationships with clients, understanding...


  • Pietermaritzburg, KwaZulu-Natal, South Africa RecruiTech Full time

    New Business OpportunitiesThe successful candidate will be responsible for identifying and securing new business growth opportunities for RecruiTech. This role requires strong consultative selling skills, excellent communication skills, and the ability to negotiate confidently with potential clients.Key Responsibilities:Identify new business opportunities...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Staff Solutions Recruitment Full time

    Job Title: Senior Finance AdministratorWe are seeking a highly skilled and experienced Senior Finance Administrator to join our team at Staff Solutions Recruitment. The successful candidate will be responsible for providing financial support to our clients and ensuring the smooth operation of our financial systems.Key Responsibilities:Analysis of WIP...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Unlock Your Potential with Liberty Standard Bank Group 2Searching for finance graduates looking to embark on their careers, Liberty Standard Bank Group 2 offers a career with flexible working hours and high potential earnings. This is your opportunity to build a successful practice under the Liberty brand and lead the way to financial security.Your Key...


  • Pietermaritzburg, KwaZulu-Natal, South Africa RecruiTech Full time

    Business Development ExecutiveAre you a driven and ambitious professional looking to take your career to the next level? Do you have a passion for business development and a proven track record of success? We're seeking a highly motivated Business Development Executive to join our team at RecruiTech.Key Responsibilities:Identify and pursue new business...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Liberty Standard Bank Group 2 Full time

    Unlock Your Earning Potential as a Senior Sales ConsultantAre you a results-driven individual with a passion for sales and a desire to excel in your career? Do you want to work with a reputable brand that offers unlimited support and opportunities for growth?We are seeking a Senior Sales Consultant to join our team at Liberty Standard Bank Group 2. As a key...


  • Pietermaritzburg, KwaZulu-Natal, South Africa RecruiTech Full time

    About the Role: We are seeking a highly motivated and results-driven Business Development Executive to join our team at RecruiTech. As a key member of our business development team, you will be responsible for identifying and pursuing new business opportunities, building and maintaining excellent client relationships, and driving sales...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Cullinan Holdings Full time

    Pentravel, a division of Cullinan Holdings, is seeking a dynamic and customer-oriented Travel Sales Consultant to join their team. As a Travel Sales Consultant, you'll be responsible for providing exceptional service and expert advice to travelers, creating bespoke travel itineraries, and booking all components of their trips.Key Responsibilities:Build and...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Old Mutual Full time

    Job Description As an OMF Client Relations Consultant, you will be responsible for assisting clients telephonically and face-to-face while adhering to business, process, and compliance rules. This role requires you to be individually accountable for achieving results through your own efforts and provide telephonic and face-to-face service to customers. ...


  • Pietermaritzburg, KwaZulu-Natal, South Africa Pronel Personnel Full time

    Established in Hilton, our organization seeks a highly skilled Senior Business Development and Operations Coordinator to spearhead key business functions. This role encompasses:Business Relationship Management: Building and maintaining strategic relationships with clientsClient Application Processing: Evaluating risk, interpreting financial documents, cash...


  • Pietermaritzburg, KwaZulu-Natal, South Africa RecruiTech Full time

    Job OverviewWe are seeking a highly motivated and experienced New Business Acquisition Lead to join our team at RecruiTech.This role is ideal for individuals with a proven track record of success in business development, who can identify new opportunities and drive growth. About the RoleThe successful candidate will be responsible for finding new business...


  • Pietermaritzburg, KwaZulu-Natal, South Africa beBee Professionals Full time

    Job Summary: We are seeking a highly skilled Business Investment Analyst to join our team at beBee Professionals in Pietermaritzburg. The successful candidate will be responsible for analyzing and evaluating potential investments, assessing the financial performance of existing investments, and providing recommendations to senior management.Key...