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4 Days AgoSaved
In-Office
East London, Buffalo City Metropolitan Municipality, Eastern Cape, ZAF
Junior
Junior
Fintech • Payments • Financial Services
Procures new business, expands sales with existing customers, and provides tailored financial advice and planning solutions. The adviser works primarily from self-generated leads, identifies customer needs, recommends suitable insurance and financial products, implements plans, and builds lasting customer relationships. The role requires regulatory compliance, consultative selling, customer focus, a valid driver’s license, and access to a vehicle.
4 Days AgoSaved
In-Office
Rustenburg, Bojanala, North West, ZAF
Entry level
Entry level
Fintech • Payments • Financial Services
Advise customers on financial products through consultative selling, identify customer needs, qualify prospects, develop sales opportunities, manage customer feedback and sales data, and strengthen customer relationships while delivering customer-focused service.
Top Skills: Sales Software
4 Days AgoSaved
In-Office
East London, Buffalo City Metropolitan Municipality, Eastern Cape, ZAF
Junior
Junior
Fintech • Payments • Financial Services
Advise customers on financial products, identify sales opportunities, qualify prospects, and build strong customer relationships. The role requires consultative selling, customer service, sales data management, and compliance with insurance and FAIS requirements. Candidates must have financial advisory experience, long-term insurance certification, a valid driver’s licence, and their own vehicle. Employment is subject to criminal and credit checks.
4 Days AgoSaved
In-Office
Queenstown, Otago, NZL
Junior
Junior
Fintech • Payments • Financial Services
Provides financial advice, identifies customer needs, recommends and implements suitable financial plans, acquires new business, and expands sales with existing customers. The role relies primarily on self-generated leads and requires consultative selling, relationship building, regulatory compliance, a valid driver’s license, and access to a vehicle.
4 Days AgoSaved
In-Office
George, Garden Route District, Western Cape, ZAF
Junior
Junior
Fintech • Payments • Financial Services
Sources new business and expands sales with existing customers by identifying financial needs, providing financial advice, and recommending and implementing suitable financial plans and solutions. The adviser primarily works from self-generated leads and builds long-term customer relationships. The role requires financial industry experience, RE5 certification, CPD or class-of-business credits, a driver’s license, vehicle access, and a clear criminal record.
Top Skills: Sales Software
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4 Days AgoSaved
In-Office
Mossel Bay, Garden Route, Western Cape, ZAF
Junior
Junior
Fintech • Payments • Financial Services
Provides financial advice, identifies customer needs, recommends and implements tailored financial plans, procures new business, and expands product and service sales among existing customers. The role relies primarily on self-generated leads and requires consultative selling, customer relationship building, sales opportunity identification, and regulatory compliance.
Reposted 4 Days AgoSaved
In-Office
Queenstown, Otago, NZL
Junior
Junior
Fintech • Payments • Financial Services
Advise clients on financial products, identify customer needs and sales opportunities, qualify prospects, provide consultative service, manage feedback, and strengthen customer relationships. The role requires financial services experience, long-term insurance knowledge, sales skills, a valid driver’s licence, and access to a personal vehicle. Additional investments, regulatory, and FSCA qualifications are advantageous.
Top Skills: FaisFsca-Approved QualificationInvestments Class Of BusinessLong-Term InsuranceRegulatory Examination 5 (Re5)Sales Software
Reposted 4 Days AgoSaved
In-Office
Knysna, Garden Route, Western Cape, ZAF
Junior
Junior
Fintech • Payments • Financial Services
Provides financial advice by identifying customer needs, recommending and implementing suitable financial plans, and helping customers achieve long-term goals. Responsibilities include procuring new business, expanding sales among existing customers, generating and managing personal leads, building customer relationships, and meeting sales results. The role requires financial industry experience, RE5 certification, ongoing CPD compliance, a driver’s license, vehicle access, and a clear criminal record.
Top Skills: Sales Software
Reposted 4 Days AgoSaved
In-Office
East London, Buffalo City Metropolitan Municipality, Eastern Cape, ZAF
Junior
Junior
Fintech • Payments • Financial Services
Advise customers on financial services and long-term insurance products using consultative selling. Identify customer needs and sales opportunities, qualify prospects, manage feedback and sales data, and build strong customer relationships. The role requires customer-focused communication, financial services experience, FAIS-related qualifications, a valid driver’s licence, and access to a personal vehicle.
Reposted 4 Days AgoSaved
In-Office
2 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
Identify customers’ financial needs, provide sound financial advice, and recommend and implement suitable financial plans and insurance solutions. The role requires consultative and direct selling, prospect qualification, relationship building, customer service, and sales opportunity identification. Candidates should be self-motivated, entrepreneurial, customer-focused, and effective communicators. A Grade 12, NQF Level 4, school-leaving certificate, or equivalent is required.
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