Transformational Financial Services Specialist

5 days ago


Port Shepstone, KwaZulu-Natal, South Africa Old Mutual Full time

At Old Mutual, we believe in harnessing the African opportunity and cultivating a diverse talent pool that reflects this vision.

Job Overview

This role presents an exciting opportunity for a skilled financial advisor to join our team as a Transformational Financial Services Specialist. In this capacity, you will provide expert advice on a range of products to allocated markets, taking ownership of your results through individual efforts.

Key Responsibilities

Customer Service Excellence

Deliver exceptional customer service while identifying opportunities to secure new business or support retention. Your responsibilities may include processing cases, addressing complex queries, investigating and resolving customer issues, receiving visitors, assisting with requests for information, and referring more complex matters to colleagues.

Solutions Analysis and Implementation

Analyze specific problems and issues to find effective solutions. These could be technical or professional in nature.

Customer Relationship Management (CRM) Data

Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and ensure quality data for customer retention and business development activities.

Customer Needs Clarification and Development

Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; ask relevant questions to gather information, evaluate customer interest, identify areas requiring further explanation, and develop relationships with relevant decision-makers and influencers.

Operational Compliance and Business Development

Develop knowledge and understanding of organizational policies and procedures, relevant regulatory codes, and codes of conduct to ensure compliance. Monitor and assess sales and market data for a specific geographic region to assist management in identifying areas for business development. Develop a personal network within the business sector and represent the organization at sector events to enhance visibility and reputation.

Skills and Qualifications

To excel in this role, you must possess a strong foundation in sales, excellent communication skills, and the ability to analyze complex problems to find effective solutions. You should also have Grade 12 (Matric), a valid driver's license, FAIS Compliance, a clear criminal and credit check, and a minimum of 3 years working experience preferably in sales. Additionally, computer literacy in MS Word, PowerPoint, and Outlook is essential, as well as the ability to build trust, consultative selling, customer-focused strategies, direct selling, identifying sales opportunities, oral communications, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and strengthening customer relationships.

Competencies and Education

Action-oriented, balanced stakeholder management, building networks, collaboration, effective communication, customer focus, result-driven, and ensuring accountability are key competencies for this role. A NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent qualification is required.



  • Port Shepstone, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Benefits and RemunerationAs a Business Consultant with our client, you will receive a comprehensive remuneration package, including a basic salary of R45 000 – R50 000 Per Month, Commission, Travel Allowance, and Cellphone allowance. In addition to your salary, you will have the opportunity to earn extra income through Commission.We are looking for a...


  • Port Shepstone, KwaZulu-Natal, South Africa Old Mutual Full time

    About the RoleWe are seeking a highly motivated and results-driven individual to join our team as a Financial Services Consultant.In this role, you will be responsible for building and maintaining a client base, marketing and selling our insurance products, and contributing to the financial wellbeing of the community.You will have the opportunity to work...


  • Port Shepstone, KwaZulu-Natal, South Africa Old Mutual Full time

    About the Role:We are seeking a highly skilled and experienced Financial Services Consultant to join our team at Old Mutual. As a key member of our sales force, you will be responsible for providing expert advice and guidance to clients on a range of financial products and services.Key Responsibilities:Provide high-quality customer service to clients while...


  • Port Shepstone, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job Description:We are seeking a skilled Broker Consultant to form part of our dynamic Financial Services team. The ideal candidate will build and sustain productive relationships between our client and intermediaries/planners, driving business development.Key Functions:Establish and nurture strategic partnerships.Manage and develop a panel of local...

  • Service Advisor

    4 days ago


    Port Shepstone, KwaZulu-Natal, South Africa Clicks Group Limited Full time

    Service Advisor - Clicks Port Shepstone MallListing reference: click_017538Listing status: OnlineApply by: 12 August 2024Position summaryIndustry: Wholesale & Retail TradeJob category: Other: FMCG, Retail, Wholesale and Supply ChainLocation: Port ShepstoneContract: PermanentRemuneration: Market RelatedEE position: YesIntroductionAre you passionate about...

  • Service Advisor

    1 week ago


    Port Shepstone, KwaZulu-Natal, South Africa Clicks Group Limited Full time

    Listing reference: click_018301Listing status: Under ReviewApply by: 29 October 2024Position summaryIndustry: Wholesale & Retail TradeJob category: Other: FMCG, Retail, Wholesale and Supply ChainLocation: Port ShepstoneContract: PermanentRemuneration: Market RelatedEE position: YesIntroductionAre you passionate about health and beauty products and helping...


  • Port Shepstone, KwaZulu-Natal, South Africa The Beekman Group Full time

    About Us:The Beekman Group is a leading corporate player in the development and management of property and the leisure sector. Our vision is to be the preferred partner in delivering exceptional experiences that transform lives.Job Summary:We are seeking a skilled Copywriter to join our team at Head Office in Port Shepstone. As a Copywriter, you will play a...


  • Port Shepstone, KwaZulu-Natal, South Africa Old Mutual Full time

    MFC Salaried Financial AdvisorLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionProvides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.Requirements: Skills,...

  • Beauty Specialist

    1 day ago


    Port Shepstone, KwaZulu-Natal, South Africa Clicks Group Limited Full time

    Job DescriptionThis role involves assisting in the daily operations of the beauty department within a retail environment. Key responsibilities include consulting with customers, advising on product selection, and promoting sales initiatives to achieve monthly targets.About Us: We are a leading retailer committed to providing excellent customer service and...


  • Port Shepstone, KwaZulu-Natal, South Africa Dis-Chem Pharmacies Full time

    Job OverviewDis-Chem Pharmacies is seeking a highly motivated and detail-oriented Customer Consultant to join their team. The successful candidate will be responsible for interacting with customers, resolving complaints, and maintaining accurate records.Duties and ResponsibilitiesProvide exceptional customer service and respond to customer inquiriesManage...


  • Port Shepstone, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Company OverviewThe Recruitment Council is a leading provider of recruitment services, connecting top talent with the best companies in the industry. As a Business Consultant for our client, a prominent Financial Services Giant, you will play a crucial role in building and maintaining relationships between our client and Intermediaries/Financial Planners.In...


  • Port Shepstone, KwaZulu-Natal, South Africa Old Mutual Full time

    About UsWe are a leading provider of insurance products in South Africa, committed to helping people achieve their financial goals.We believe in building strong relationships with our clients and providing exceptional customer service and support.In this role, you will have the opportunity to work with a talented team of professionals who share your passion...


  • Port Shepstone, KwaZulu-Natal, South Africa Old Mutual Full time

    About Old MutualWe are a firm believer in the African opportunity and our diverse talent reflects this.Our mission is to help people achieve their financial goals through our range of innovative insurance products.Job OverviewThis role will involve building and maintaining a client base, marketing and selling our insurance products, and contributing to the...

  • Customer Consultant

    5 days ago


    Port Shepstone, KwaZulu-Natal, South Africa Dis-Chem Pharmacies Full time

    Dis-Chem Pharmacies requires the committed services of a Customer Consultant for their Port Shepstone new store, to interact with Dis-Chem's customers, and provide them with the necessary information to address inquiries regarding products and services. Deal with, and help resolve any customer complaints and concerns.Minimum Requirements:Grade 12 / Matric...


  • Port Shepstone, KwaZulu-Natal, South Africa Old Mutual Full time

    About This RoleWe are seeking a highly motivated and results-driven individual to join our team as a Sales and Marketing Professional.In this role, you will be responsible for building and maintaining a client base, marketing and selling our insurance products, and contributing to the financial wellbeing of the community.You will have the opportunity to work...


  • Port Shepstone, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Role Overview:The Recruitment Council is seeking a highly skilled Broker Consultant to join our team. As a key member of our Financial Services division, you will be responsible for building and maintaining strong relationships between our client and intermediaries/financial planners.Main Responsibilities:Create valuable business partnerships to enhance the...


  • Port Shepstone, KwaZulu-Natal, South Africa The Recruitment Council Full time

    About the Job:The Recruitment Council is looking for an experienced Broker Consultant to work closely with our client in the financial services sector. This role involves developing and maintaining relationships with intermediaries/financial planners.Key Responsibilities:Develop and maintain business partnerships to drive growth.Lead a team of brokers in...

  • Broker Consultant

    5 days ago


    Port Shepstone, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Join our client, a leading Financial Services Giant, as a Broker Consultant.As a Business Consultant, the successful candidate will be responsible for building and maintaining the relationship between our Client and Intermediaries/Financial Planners.Focus areas include:1. Create valuable business partnerships to enhance the business.2. Manage a panel of...


  • Port Shepstone, KwaZulu-Natal, South Africa The Recruitment Council Full time

    About this Opportunity:The Recruitment Council invites applications from exceptional Broker Consultants seeking to join our Financial Services team. This role requires a high level of professionalism in managing and growing relationships between our client and intermediary/planner network.Main Accountabilities:Forge and sustain powerful partnerships with key...


  • Port Elizabeth, Eastern Cape, South Africa Abantu Staffing Solutions Full time

    About the RoleThe Transformation and Change Management Specialist will be responsible for leading organizational transformation initiatives across the company. This includes developing and implementing strategies to drive cultural change, process improvements, and technology enhancements.

  • Call Center Agent

    3 weeks ago


    Port Shepstone, South Africa Mdalisu Financial Services Full time

    Are you around Port Shepstone and looking for an opportunity for you to grow? We are hiring call center agents, **NO EXPIRIENCE** required and **FREE TRAINING** is provided Pay: R1 000,00 - R6 000,00 per month **Experience**: - Cold calling: 1 year (preferred) **Location**: - Port Shepstone, KwaZulu-Natal (required)


  • Port Shepstone, South Africa SBV Services (Pty) Ltd. Full time

    **Provide efficient and accurate HR administration to one’s centre** Responsible for creating, maintaining and updating the personnel record system manual and electronic (HRIS) for record and audit purposes by updating records accordingly and filing documentation as per legislative and company requirements and information Administer and provide...


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

    About UsBain & Company is a global consulting firm that helps ambitious change makers define the future. Our team of experts works alongside clients as one unit to achieve exceptional results, outperform the competition, and redefine industries.We complement our tailored expertise with a vibrant ecosystem of digital innovators to deliver better, faster, and...


  • Port Shepstone, South Africa Smollan Full time

    We’re on the lookout for an experienced a **Market Development Specialist/ Sales Specialist** to create and increase brand awareness through promotions and strong customer and client relationships in **Port Shepstone.** **As a Market Development Specialist you will be responsbile for**: - Foot soldiers will ensure brand presence through relationship...


  • Port Elizabeth, Eastern Cape, South Africa Delivery Associates Full time

    We are looking for a Government Reform Specialist to join our team at Delivery Associates. As a key member, you will work with public sector clients to design and implement strategies that bring about positive change.Our approach is based on the proven impact-based management method of Deliverology. This involves working closely with clients to formulate and...


  • Port Shepstone, South Africa Smollan Full time

    We’re on the lookout for an experienced** Market Development Specialist/ Informal Sales Specialist** to be based in** KZN Port Shepstone** **As a Market Development Specialist /Sales Specialist you will be responsible for**: - Foot soldiers will ensure brand presence through relationship building at Trader Outlets inclusive of trader education - Call...


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

    The University of Fort Hare is looking for a Senior HR Manager to lead the Production, Logistics and Quality operations and teams.This role requires developing and implementing strategies for Organizational design and Transformation. It also involves co-ordinating and supervising departmental activities to ensure a comprehensive human resources service.The...


  • 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 Shepstone, South Africa Smollan Full time

    We’re on the lookout for an experienced **Market Development Specialist** in KZN. **As a Market Development Specialist /Sales Specialist you will be responsible for**: - Foot soldiers will ensure brand presence through relationship building at Trader Outlets inclusive of trader education - Call Cycle Compliance and KPI achievement - POS installation,...


  • Port Shepstone, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

  • Retail Branch Manager

    3 weeks ago


    Port Shepstone, South Africa RS Recruitment Services Full time

    **_ OUR CLIENT IS A WELL ESTABLISHED NATIONAL COMPANY SUPPLYING STATIONERY AND OFFICE EQUIPMENT. THEY SUPPORT MANY COMMUNITY INITIATIVES AIMED AT THE UPLIFTMENT OF DISADVANTAGED COMMUNITIES THROUGH EDUCATION AND LIFE SKILLS TRAINING._** - At least 5 years retail sales management experience, with a proven track record in exceeding targets - Relevant Retail,...

  • Sales Advisor

    2 weeks ago


    Port Elizabeth, South Africa Uzuko Financial Services Full time

    **What is a financial advisor?** The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their family's financial futures to them. The role calls for formal in-house training, the...


  • Port Elizabeth, Eastern Cape, South Africa Execustaff Recruiting Services Full time

    We are seeking a skilled Mechanical Services Specialist to join our team at Execustaff Recruiting Services in the Port Elizabeth area.POSITION INFO :Educational & Training Requirements :Diploma in Mechanical Fitter or equivalent trade certificationA certificate in supervisory management or proven track record in a similar positionExperience Required :A...


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

    About Liberty Group LtdWe are a market-leading organization involved in the distribution of financial products and services.Your OpportunityThis is a unique chance for an experienced business professional to join our team as a westville business growth specialist. You will be responsible for driving business growth, developing and executing strategies, and...


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

    About the TeamThe Data & Analytics team at Brambles Limited is a dynamic and collaborative group of professionals who are shaping the future of digital supply chains. As a Data Engineer, you'll work closely with the team to design and develop data architectures that drive business value, ensuring data quality, security, and compliance.Key...


  • Port Shepstone, South Africa F and G Sourcing Specialist Full time

    ur Tooling client is currently looking for an **External Sales Executiv**e in **Port Shepstone KZN** Areas to be serviced**:Port Shepstone, Marburg ,Hibberdene, Bizanna and Margate** Working with clients is the following industry: Automotive division - Target Achievement - Ensure that the current customers are serviced according to predetermined...


  • Port Elizabeth, Eastern Cape, South Africa Standard Bank of South Africa Limited Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team at Standard Bank of South Africa Limited.Key Responsibilities:Provide expert financial planning advice to Private and Business Banking Clients.Solve complex financial needs for clients in Personal & Private Banking, Commercial Banking categories.Qualifications and...


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

    **Company Overview:**Distribution Partners specializes in transforming the public sector. With over a decade of experience and a foundation in Deliverology, we guide leaders through every phase of implementation—delivery-oriented strategy formulation, execution, and evaluation.We partner with governments, philanthropies, and international organizations,...

  • Financial Adviser

    2 hours ago


    Port Shepstone, South Africa Synfinex BlueStar Full time

    Synfinex BlueStar, part of the Sanlam MO BlueStar division requires the services of experienced financial advisers in the Port Shepstone area. This is a remote work position. Adviser must be able to work from own premises and travel to Richards Bay for meetings when required. **BENEFITS** 100% share of commission. No salary offered. Monthly bonus...