Intermediary Financial Consultant

On-site | Full-time | Financial ServicesAre you a financial professional who thrives on meaningful client interactions, understands the challenges faced by South African expats, and wants to be part of a purpose-driven team? Then this opportunity might be for you.We're looking for either an Advisor or a Scripted Intermediary to join a well-established team...

Role: Expat Financial Services ConsultantLocation: Hermanus, Overberg, Western CapeSalary: TBCWhat Youll Do:Manage warm leads and qualify client needs across services like policy encashments, tax emigration, forex, and more.Conduct virtual consultations and deliver tailored or scripted guidance (depending on role).Drive the full sales cycle, from initial...

  - First point of contact for all Marketing leads, to qualify leads into prospective customers. - Gather, compile, and analyses financial and personal customer data. - Gain a full understanding of customer’s situation and objectives, explaining the Group service offering and tactfully guiding and advising them through the decision-making process. - Give...

**Introduction** **Helping South African expatriates access and transfer their money**: **Moving money from South Africa can be complex.**: We make it easy by ensuring secure, tax-compliant, and cost-effective transfers - whether you’re withdrawing retirement savings, tax emigrating from SARS, claiming tax refunds, inheritances, or sending funds...

**Key Responsibilities** - **Client Engagement**:_ - Build and maintain strong client relationships through regular interactions. - Conduct needs analysis to understand clients’ financial goals and challenges. - **Financial Planning**:_ - Offer affordable and suitable financial solutions, including life insurance, funeral cover, savings plans, and...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about...

Advancing Financial Adviser page is loaded## Advancing Financial Adviserlocations: Hermanusposted on: Posted Todayjob requisition id: JR-72673**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.****Qualifications and Experience****A minimum of Matric or equivalentA minimum 12...

Commissioned Financial Adviser Old Mutual South Africa The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions. Responsibilities Responsible for the procurement of new...

Commissioned Financial Adviser page is loaded## Commissioned Financial Adviserlocations: Hermanusposted on: Posted Todayjob requisition id: JR-74213**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.## We are looking for self-motivated and dynamic individuals who have a...

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Location: Hermanus, Western Cape, South Africa Qualifications & Experience A minimum of Matric or equivalent A minimum 12 months’ financial services experience as a Financial Adviser A minimum of Long‑term Insurance Class of...