Financial Services Specialist
2 days ago
We are seeking a highly skilled Financial Services Specialist to join our team at Sanlam. In this role, you will be responsible for providing financial advice and support to our clients, as well as ensuring compliance with regulatory requirements.
Main Responsibilities:- Client Interactions: Provide professional and relevant financial advice, planning, and products to new and existing clients.
- Marketing and Sales: Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Compliance and Risk Management: Ensure all client interactions are compliant in terms of disclosures and advice given.
- Grade 12 Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
- Effective communication and interpersonal skills.
- Familiarity with financial planning and management concepts.
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Financial Services Consultant
2 days ago
Durban, KwaZulu-Natal, South Africa Bayport Financial Services Full timeJob OverviewEmpowering Africa's future, one story at a time. As a leader in the financial services industry, we offer a unique opportunity to be part of our exciting growth journey.Key ResponsibilitiesTactical Planning: Formulate and execute strategic plans for single practice areas, ensuring proactive integration and operational enhancement.Team Management:...
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Financial Services Specialist
2 days ago
Durban, KwaZulu-Natal, South Africa Catch Recruit Full timeAt Catch Recruit, we're on the lookout for a skilled Financial Services Specialist to join our team. If you have a passion for providing top-notch financial advice and building lasting relationships with clients, this could be the perfect opportunity for you.About the RoleThis role is all about working with existing and new business accounts to deliver...
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Senior Financial Wellness Consultant
2 weeks ago
Durban, KwaZulu-Natal, South Africa Bayport Financial Services Full timeJob title : Senior Financial Wellness Consultant - Durban CentralJob Location : KwaZulu-Natal, DurbanDeadline : March 28, 2025Quick Recommended LinksJobs by Location Job by industries DescriptionThe Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the...
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Financial Services Specialist
3 days ago
Durban, KwaZulu-Natal, South Africa Headhunters Full timeJob OverviewWe are seeking an experienced Financial Services Specialist to join our team as a Risk Product Advisor. This is an exciting opportunity for a skilled professional to provide expert advice on long-term insurance products.About the RoleThe successful candidate will have a minimum of 5 years' experience in a similar role and excellent communication...
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Financial Services Scheduling Manager
2 days ago
Durban, KwaZulu-Natal, South Africa Financial Adviser (Discovery Life) Full timeWe are seeking a skilled Appointment Scheduler Professional to join our team. The successful candidate will contact existing clients and schedule appointments for our financial advisers.Key Skills:Excellent communication and interpersonal skills.Ability to work independently and as part of a team.Strong organisational and time management skills.This role is...
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Medical Skincare Specialist
2 days ago
Durban, KwaZulu-Natal, South Africa Specialist Dermatologists Full timeRole Overview:We are seeking a highly skilled Medical Skincare Specialist to join our team of Specialist Dermatologists. As a key member of our staff, you will be responsible for delivering exceptional skincare treatments and services to our clients.In this role, you will provide a range of high-quality treatments, including skin care, laser therapy,...
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Corporate Wellness Specialist
2 days ago
Durban, KwaZulu-Natal, South Africa Bayport Financial Services Full timeTransforming CareersJoin us at Bayport Financial Services as a Senior Financial Wellness Consultant and embark on a transformative journey. You'll have the opportunity to shape our growth strategy, drive innovation, and make a lasting impact.Main ResponsibilitiesBusiness Growth: Develop and execute strategic plans to drive business expansion, focusing on...
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Durban, KwaZulu-Natal, South Africa Toyota Financial Services (South Africa) Limited Full timeAbout the PositionWe are seeking an experienced Marketing and CRM Manager to join our team at Toyota Financial Services. This role requires strong leadership skills, as you will be working closely with internal stakeholders and external partners to achieve our goals.As a key member of our organization, you will be responsible for driving national awareness...
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Financial Services Agent
2 days ago
Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full timePersonal Client Base DevelopmentWe are seeking a Sales Growth Specialist to join our team at Old Mutual South Africa, responsible for building and maintaining a personal client base, marketing and selling Old Mutual products, and contributing to the financial wellbeing of the community.To be successful in this role, you will need to have a Matriculation...
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Financial Services Specialist
13 hours ago
Durban, KwaZulu-Natal, South Africa iMasFinance Full timeJob OverviewiMasFinance seeks an experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for selling life assurance and funeral policies, conducting clients' needs analysis, and following up on leads.You will also be required to service new and existing members while ensuring quality control of new business. Your...
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Financial Services Specialist
7 days ago
Durban, KwaZulu-Natal, South Africa Sanlam Full timeCompany OverviewAt Sanlam, our mission is to empower individuals in their financial journey. As a leading financial services group, we provide expert advice and solutions to help our clients achieve their goals.
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Financial Services Specialist
10 hours ago
Durban, KwaZulu-Natal, South Africa Wesbank Full timeJob SummaryWe are recruiting a skilled Client Relationship Manager to manage a portfolio of high net worth clients and deliver personalized financial services solutions. The successful candidate will be responsible for building and maintaining strong relationships with clients, identifying their needs, and providing tailored advice and guidance.Key...
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Financial Services Professional
2 days ago
Durban, KwaZulu-Natal, South Africa Headhunters Full timeJoin Our TeamWe are seeking a highly motivated Financial Services Professional to join our team at Headhunters. As a key member of our financial services team, you will play a crucial role in providing expert advice on insurance needs and solutions to our clients.Key Tasks:Analyse and identify Life and Short-Term Insurance opportunities.Prepare comprehensive...
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Financial Services Specialist
4 days ago
Durban, KwaZulu-Natal, South Africa Sanlam Full timeAbout UsSanlam Developing Markets is a top financial services provider in South Africa, catering to entry-level and emerging middle markets. We understand the unique requirements of our clients and offer a wide range of simple and affordable financial solutions.We cover needs such as funeral insurance, savings for education, life cover, and personal accident...
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Financial Services Professional
3 days ago
Durban, KwaZulu-Natal, South Africa Ultra Personnel : Pharmaceutical, Insurance, Engineering Full timeJob DescriptionWe are seeking an experienced Financial Services Professional to join our team in the KZN branch. As a key member of our team, you will be responsible for providing insurance solutions to clients.ResponsibilitiesIdentify and analyse Life and Short-Term Insurance opportunities within client bases.Provide specialist advice in respect of Life...
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Senior Financial Wellness Consultant
2 days ago
Durban, KwaZulu-Natal, South Africa Bayport Financial Services Full timeEmpowering Africa's tomorrow, together…one story at a time. With over years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryFormulate...
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Appointment Scheduler Professional
2 days ago
Durban, KwaZulu-Natal, South Africa Financial Adviser (Discovery Life) Full timeWe are seeking a skilled Booking Specialist Liaison to join our team. The successful candidate will contact existing clients and schedule appointments for our financial advisers.Key Skills:Excellent communication and interpersonal skills.Ability to work independently and as part of a team.Strong organisational and time management skills.Familiarity with...
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Customer Acquisition Executives
2 days ago
Durban, KwaZulu-Natal, South Africa UNIQ financial services Full timeUNIQ Financial Services is seeking highly motivated sales agents to join our team. As a customer acquisition executive, you will play a crucial role in driving business growth through sales and customer retention.About the RoleKey responsibilities include:Sales calls to potential clientsMeeting monthly sales targetsProviding exceptional customer...
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Strategic Business Growth Expert
2 days ago
Durban, KwaZulu-Natal, South Africa Bayport Financial Services Full timeAbout the RoleAn exciting opportunity awaits at Bayport Financial Services! As a Senior Financial Wellness Consultant, you'll play a pivotal role in driving our growth strategy.Key AccountabilitiesStrategic Planning: Develop and implement tactical plans for specific business areas, ensuring seamless integration and operational efficiency.People Development:...
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Transformational Leadership Coach
2 days ago
Durban, KwaZulu-Natal, South Africa Bayport Financial Services Full timeBecome a Change AgentAs a Senior Financial Wellness Consultant at Bayport Financial Services, you'll have the chance to be a catalyst for change. Drive our growth strategy, innovate, and make a lasting impact.Key Performance AreasStrategic Development: Create and implement tactical plans for specific business areas, ensuring alignment with our overall...