Financial Services Representative

4 days ago


Port Elizabeth, Eastern Cape, South Africa Old Mutual Full time

About Us:

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.

Job Overview

We are seeking a motivated and customer-focused Financial Services Representative to join our team. In this role, you will be responsible for building and maintaining your own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.

You will establish sound working relationships and maximise opportunities with prospective clients, using appropriate interpersonal and communication techniques to gain client acceptance.

The successful candidate will work in specific allocated markets and be responsible for using our products to optimise the financial wellbeing of our clients.

Key Responsibilities:

  • Building and maintaining your own client base
  • Marketing and selling the Old Mutual product
  • Contributing to the financial wellbeing of the community
  • Establishing sound working relationships with clients
  • Maximising opportunities with prospective clients
  • Using appropriate interpersonal and communication techniques to gain client acceptance

Requirements:

  1. Matriculation Certificate (Matric) required
  2. Financial Services industry experience advantageous
  3. Clear Credit and Criminal record
  4. Good communication skills (written and verbal)
  5. Presentation skills an added advantage

About the Role:

This is an exciting opportunity for a motivated and customer-focused individual to join our team and contribute to the financial wellbeing of our clients.

We are looking for someone who is passionate about building strong relationships with clients and has excellent communication and presentation skills.

If you have a strong desire to succeed in a sales environment and are looking for a challenging and rewarding role, then we encourage you to apply.



  • Port Elizabeth, Eastern Cape, South Africa Old Mutual Full time

    About the RoleThis position provides an opportunity to work as a financial adviser, demanding utmost professionalism, integrity, and customer-centric approach.The ideal candidate should possess a strong understanding of formal in-house training, regulatory exams, and continuous professional development.As an accredited representative, you will represent the...


  • Port Elizabeth, Eastern Cape, South Africa Old Mutual Full time

    This role requires a professional with utmost integrity and customer-centric approach, who demands respect and trust from customers entrusting their financial futures.Formal in-house training, completion of regulatory exams, accreditation with the Financial Services Regulatory authority, and continuous professional development are essential for this...


  • Port Elizabeth, Eastern Cape, South Africa Professional Career Services Full time

    Job DescriptionThe Junior Sales Representative role at Professional Career Services is an entry-level position designed to help individuals gain experience in sales techniques and customer engagement. You will play a key role in expanding our customer base and achieving sales targets.Identify potential clients through various channels, including cold...


  • Port Elizabeth, Eastern Cape, South Africa Staff Solutions Recruitment Full time

    Staff Solutions Recruitment is seeking a talented customer service representative to join our team in Kariega. As a sales associate, you will be responsible for delivering exceptional customer experiences, operating the cash register, and maintaining a clean and organized workspace.About the Job:Deliver outstanding customer service and ensure a positive...


  • Port Elizabeth, Eastern Cape, South Africa Stonebridge Hr Solutions Full time

    At Stonebridge Hr Solutions, we're looking for a talented Food Service Representative to join our team as a Waiter (Waitress) - Corporate. As a key member of our service team, you'll be responsible for delivering exceptional customer experiences and ensuring that every guest leaves with a positive impression.Key ResponsibilitiesClean and maintain designated...


  • Port Elizabeth, Eastern Cape, South Africa Boikago Group Full time

    Job OverviewWe are seeking a highly skilled and experienced Customer Service Representative to join our team at Boikago Group. As a key member of our operations team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesHandle customer inquiries and resolve issues in a timely and professional...


  • Port Elizabeth, Eastern Cape, South Africa Tracker South Africa Full time

    About the RoleThis is a highly pressurized environment where the Customer Service Representative will be responsible for maintaining customer service standards within SLAs.Responsibilities include:Providing quotes to clientsLiaising with technicians, fitment centres and other regions regarding job completionEstablishing professional relationships with...


  • Port Elizabeth, Eastern Cape, South Africa Tracker South Africa Full time

    Listing reference: track_001312Listing status: Under ReviewApply by: 26 November 2024Position summaryJob category: Customer ServiceContract: PermanentRemuneration: Market RelatedEE position: NoIntroductionTRACKER requires the services of a Representative: Customer Services for the PE and surrounding area. The role is based at the PE...


  • Port Elizabeth, Eastern Cape, South Africa SA Power Services (Pty) Ltd Full time

    We are looking for an enthusiastic and self-motivated Sales Representative to join our team in Port Elizabeth.The person in this role will be responsible for implementing our sales strategy, maintaining and growing the SA Power customer base in Eastern Cape while achieving steep sales targets. Furthermore, actively source and find new sales opportunities,...


  • Port Elizabeth, Eastern Cape, South Africa Tracker South Africa Full time

    Job DescriptionThe position of Representative: Customer Services is based at the PE office and requires the candidate to provide exceptional service to existing and prospective clients.Key Responsibilities include:Process sales contracts/informationContracting, loading of contracts and voice loggingMaintaining region records, statistics reports and...


  • Port Elizabeth, Eastern Cape, South Africa Discovery Limited Full time

    We are seeking a skilled Customer Service Representative to join our team at Discovery Limited.About the RoleThis is an exciting opportunity to work in a fast-paced and dynamic environment, providing exceptional service to our customers.The successful candidate will have a strong background in customer service, with experience working in a call centre or...


  • Port Elizabeth, Eastern Cape, South Africa Old Mutual South Africa Full time

    About the RoleOld Mutual South Africa is seeking a highly skilled Financial Services Professional to join our team. As a key member of our sales team, you will be responsible for providing expert advice on our range of financial products to individual and corporate clients.The successful candidate will have a deep understanding of financial markets,...


  • Port Elizabeth, Eastern Cape, South Africa Liberty Group Ltd Full time

    We are a dynamic organization dedicated to delivering exceptional client experiences. Our team is comprised of highly skilled professionals who strive to make a lasting impact in the lives of our clients.As a financial adviser with Liberty Group Ltd, you will have the opportunity to work with a leading blue-chip company in the marketing of financial products...


  • Port Elizabeth, Eastern Cape, South Africa The Recruitment Council Full time

    As a Financial Services Advisor, you will be instrumental in shaping the financial future of our clients. With a strong focus on customer satisfaction, you will deliver exceptional service and drive business growth.Your key responsibilities will include:Providing specialist financial advice to clients.Building and maintaining long-term relationships with...


  • Port Elizabeth, Eastern Cape, South Africa WeBuyCars Full time

    We are seeking a detail-oriented Financial Services Coordinator to join our team at WeBuyCars. As an F&I Assistant, you will play a vital role in handling the financial aspect of client transactions when purchasing a vehicle.Responsibilities:Support our F&I consultants with administrative duties such as processing finance applications and maintaining...


  • Port Elizabeth, Eastern Cape, South Africa Old Mutual Group Full time

    About the RoleAt Old Mutual Group, we're looking for a self-motivated and dynamic individual to join our team as an Aspiring Financial Advisor. This is a fantastic opportunity to champion our valued customers' lifetime goals by identifying their financial needs, providing sound financial advice, and recommending tailored solutions.Key ResponsibilitiesBuild...

  • Sales Representative

    3 weeks ago


    Port Elizabeth, Eastern Cape, South Africa AVI Limited Full time

    AVI Field Marketing is a shared services business unit within AVI. Field Marketing focuses on sales and merchandising for the beverages, snacking, and cosmetic business units to provide greater focus and to achieve an improved execution at the store level. An exciting opportunity for a Sales Representative for the Eastern Cape region servicing the retail and...


  • Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time

    Key ResponsibilitiesAs a Senior Accountant at Stepco Recruitment, you will be responsible for:Managing accounting records and ensuring accuracy and completenessPreparing financial statements for clients, including CC's, trusts, sole proprietors, and Body CorporatesCalculating and managing taxation obligations for businesses and individualsLiaising with...


  • Port Elizabeth, Eastern Cape, South Africa WeBuyCars Full time

    Join Our TeamWe are seeking a highly motivated and experienced professional to join our team as a Trainee Finance and Insurance Manager. As a key member of our team, you will play a crucial role in managing the financial aspects of vehicle transactions.Duties and ResponsibilitiesManage the financial aspects of vehicle transactions, including submitting...


  • Port Elizabeth, Eastern Cape, South Africa Career-seekers Recruitment Solutions Full time

    Career-seekers Recruitment Solutions is seeking a highly skilled International Financial Services Professional to join our team in Cape Town.We are looking for an individual with a strong understanding of international financial markets and instruments to fill this key role. The successful candidate will be responsible for conducting initial credit,...