Senior Financial Services Specialist

5 hours ago

Upington, Northern Cape, South Africa MMI Holdings Ltd Full time

Metropolitan is one of the oldest financial services brands in South Africa, boasting a 125-year legacy of serving communities and providing affordable financial solutions that create growth and security.

About the Role

We are seeking an experienced Senior Financial Services Specialist to join our team in Upington, South Africa. As a key member of our sales team, you will play a crucial role in attracting, acquiring, and retaining clients by selling our company's products and providing exceptional after-sales service.

Key Responsibilities
  • Engage with prospective clients to highlight the features and benefits of our products based on their financial wellness needs.
  • Sell products in line with client requirements and conduct affordability analyses to achieve clients' financial goals.
  • Provide accurate information and advice to clients and stakeholders to ensure they receive the appropriate services.
  • Build and maintain relationships with clients and internal/external stakeholders.
Requirements

To be successful in this role, you will need:

  • 1-2 years' experience in a financial advice-rendering role (essential).
  • 1-3 years' experience in the financial services industry (desirable).
  • A degree in Financial Planning, Business, Finance, Economics, or equivalent qualification.
  • Certificate of proficiency in Insurance or equivalent qualification.
  • Relevant legislative/regulatory exams or qualifications.
  • Specific licensing or registration.
  • Certified Financial Planner (CFP) or equivalent registration.
  • Excellent interpersonal and communication skills.
Competencies

You will be an ideal candidate if you possess:

  • Examining Information: Analyses and processes information, asks probing questions, and strives to find solutions to problems.
  • Interacting with People: Is lively and projects enthusiasm, is talkative in making contact, and focused on interacting and networking with people.
  • Convincing People: Is comfortable having to persuade others, shapes opinions by being outspoken, and seeks to negotiate with others.

The estimated salary for this position is approximately R600,000 - R800,000 per annum, depending on experience and qualifications. If you are a motivated and results-driven individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

  • Financial Services Specialist

    2 weeks ago

    Upington, Northern Cape, South Africa MMI Holdings Ltd Full time

    At MMI Holdings Ltd, we are seeking a skilled and motivated Financial Advisor to join our team in Upington, South Africa.Job SummaryWe are looking for a dynamic and results-driven Financial Advisor to attract, acquire, and retain clients by selling our company's products and providing exceptional after-sales service.Key ResponsibilitiesClient...

  • Financial Services Manager

    2 months ago

    Upington, Northern Cape, South Africa Morgan Group Full time

    Financial Services ManagerMorgan Group is seeking a highly skilled Financial Services Manager to lead our team in providing exceptional financial and insurance services to our customers.Key Responsibilities:Qualify clients' specific needs and present effective financial solutionsContact banks and insurance companies to obtain quotes and complete necessary...

  • Financial Services Manager

    2 months ago

    Upington, Northern Cape, South Africa Morgan Motor Group Full time

    Financial and Insurance Services ManagerMorgan Motor Group is seeking a highly skilled Financial and Insurance Services Manager to join our team. As a key member of our team, you will be responsible for providing customers with comprehensive financial and insurance services.Key Responsibilities:Contacting banks and insurance companies to obtain...

  • Financial Services Professional

    2 months ago

    Upington, Northern Cape, South Africa MMI Holdings Ltd Full time

    Job Title: Financial AdvisorMetropolitan is a leading financial services brand in South Africa, with a 125-year legacy of serving communities through affordable financial solutions. As a Financial Advisor, you will play a crucial role in attracting, acquiring, and retaining clients by selling company products and providing after-sales service.Key...

  • Financial Services Manager

    1 month ago

    Upington, Northern Cape, South Africa Morgan Motor Group Full time

    Financial and Insurance Services ManagerMorgan Motor Group is seeking a highly skilled Financial and Insurance Services Manager to join our team. As a key member of our dealership, you will be responsible for providing customers with comprehensive financial and insurance services.Key Responsibilities:Qualify clients' specific needs and present effective...

  • Financial Services Manager

    2 months ago

    Upington, Northern Cape, South Africa Morgan Motor Group Full time

    Financial and Insurance Manager Job DescriptionMorgan Motor Group is seeking a highly skilled Financial and Insurance Manager to join their team. The successful candidate will be responsible for providing customers with comprehensive financial and insurance services, ensuring the dealership's profitability and minimizing risk.Key Responsibilities:Qualify...

  • Financial Services Manager

    4 weeks ago

    Upington, Northern Cape, South Africa Morgan Group Full time

    Finance and Insurance ManagerMorgan Group is seeking a highly skilled Finance and Insurance Manager to join our team. As a key member of our dealership, you will be responsible for providing comprehensive financial and insurance services to our customers.Key Responsibilities:Contacting banks and insurance companies to obtain quotes and process necessary...

  • Medical Specialist Opportunity

    2 months ago

    Upington, Northern Cape, South Africa Mediclinic Upington Full time

    Unlock Your Expertise with Mediclinic UpingtonAs a leading private healthcare brand in South Africa and Namibia, Mediclinic Upington is committed to providing exceptional medical services and opportunities for talented professionals.We are seeking dynamic and driven Physicians to join our team of specialists at our facilities and hospitals across the...

  • Financial Advisor

    4 weeks ago

    Upington, Northern Cape, South Africa MMI Holdings Ltd Full time

    Job Title: Financial AdvisorMetropolitan is a leading financial services brand in South Africa, with a 125-year legacy of serving communities through affordable financial solutions. Our mission is to empower Africa's people through financial growth and security.Role Purpose:We are seeking a skilled Financial Advisor to attract, acquire, and retain clients by...

  • Sales Consultant

    5 hours ago

    Upington, Northern Cape, South Africa Capital Recruit Full time

    About UsCapital Recruit is a leading recruitment agency specializing in placing top talent across various industries. We are committed to delivering exceptional service and fostering long-term relationships with our clients and candidates.Job Description:Sales Consultant - Customer Engagement SpecialistWe are seeking an experienced Sales Consultant -...

  • Operations Manager

    4 weeks ago

    Upington, Northern Cape, South Africa The-Recruiter Full time

    Job Title: Operations Manager - Solar Power Project SpecialistAt The-Recruiter, we are seeking an experienced Operations Manager to lead our solar power project team. The successful candidate will be responsible for ensuring the efficient operation of our large solar power plant, adhering to safety, environmental, and technical protocols.Key...

  • Specialist Physician Opportunity in Mediclinic Southern Africa

    2 weeks ago

    Upington, Northern Cape, South Africa Mediclinic Upington Full time

    Mediclinic Southern Africa invites applications from dynamic and driven physicians to join our team of leading healthcare specialists in South Africa and Namibia.As a specialist physician, you will have the opportunity to work with our state-of-the-art facilities and hospitals, providing high-quality care to patients and contributing to the growth and...

  • Senior Energy Storage Systems Engineer

    4 weeks ago

    Upington, Northern Cape, South Africa Manpower Group SA (Pty) Ltd Full time

    Job Title: Senior Energy Storage Systems EngineerJob Summary:We are seeking a highly skilled Senior Energy Storage Systems Engineer to join our team at Manpower Group SA (Pty) Ltd. As a Senior Energy Storage Systems Engineer, you will be responsible for performing preventative maintenance, troubleshooting, and warranty repairs on energy storage units across...

  • GTAW Pipe Welding Specialist

    2 weeks ago

    Upington, Northern Cape, South Africa Sydsen Uthintane (Pty) Ltd Full time

    We are seeking an experienced GTAW Pipe Welding Specialist to join our team at Sydsen Uthintane (Pty) Ltd.Requirements:A minimum of 2 years of experience as a Pipe Welder, with specific expertise in GTAW (TIG) welding on pipes.Valid welding certifications (e.g., AWS D1.1, ASME Section IX, or other relevant certifications) are preferred.Successful completion...

  • Senior Laboratory Operations Manager

    5 hours ago

    Upington, Northern Cape, South Africa Tower Group Full time

    About UsTower Group is a leading provider of laboratory services, dedicated to delivering high-quality results and excellent customer service.Job DescriptionJob Title: Senior Laboratory Operations ManagerSalary: R1,200,000 - R1,500,000 per annumThe successful candidate will be responsible for overseeing the day-to-day operations of our laboratory, ensuring...

  • Refrigeration Maintenance Specialist

    6 days ago

    Upington, Northern Cape, South Africa The Legends Agency Full time

    About The Legends AgencyWe are a reputable organization seeking an experienced Refrigeration Technician to join our team. As a key member of our maintenance crew, you will play a crucial role in ensuring the smooth operation of our refrigeration equipment.**Job Overview**This position is primarily responsible for the routine maintenance and upkeep of all...

  • Fleet Operations Manager

    4 weeks ago

    Upington, Northern Cape, South Africa MacDonald's Transport Full time

    Job Title: Fleet ControllerMacDonald's Transport is seeking a highly skilled and experienced Fleet Controller to join our team.Key Responsibilities:Manage and maintain a fleet of vehicles, ensuring maximum utilization and adherence to budget objectives.Develop and implement strategies to optimize routes, loads, and fuel consumption.Ensure compliance with all...

  • Finance and Insurance Manager for Motor Industry

    1 week ago

    Upington, Northern Cape, South Africa Morgan Group Full time

    Role OverviewMorgan Group is seeking an experienced Finance and Insurance (F&I) Manager to join their team in the motor industry. This role plays a crucial part in providing customers with comprehensive financial and insurance services, enhancing the overall dealership experience.

  • Client Advisor

    4 weeks ago

    Upington, Northern Cape, South Africa Nedbank Full time

    Job Title:As a Client Advisor at Nedbank, you will play a crucial role in educating clients on the functionality of self-service digital solutions, while solving for their sales and service needs to meet business goals and growing market share.Key Responsibilities:Client Engagement:Respond to client needs by offering the right service and solution.Build...

  • Senior Electrical Engineer

    4 weeks ago

    Upington, Northern Cape, South Africa Copper Quail Full time

    Job Title: Solar Electrical EngineerCopper Quail is seeking a highly skilled Solar Electrical Engineer to join our team. As a key member of our operations team, you will be responsible for designing and implementing new and existing solar power systems, ensuring consistent reliability and availability of electrical assets.Design and implement new and...