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One Month AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • Payments • Financial Services
Advise customers on long-term insurance and financial products, identify sales opportunities, qualify prospects, manage customer feedback, and build strong client relationships. The role requires consultative and strategic selling, customer-focused communication, sales data management, a valid driver’s licence, and access to a personal vehicle. Candidates must have at least 12 months of financial adviser experience, Matric, and completed Long-term Insurance Class of Business training.
Top Skills: Sales Software
One Month AgoSaved
In-Office
Johannesburg, Gauteng, ZAF
Entry level
Entry level
Fintech • Payments • Financial Services
Provide tailored financial advice, identify customer needs, recommend and implement suitable financial plans, acquire new business, and expand product sales among existing customers. The role relies primarily on self-generated leads and requires consultative selling, relationship building, customer focus, prospect qualification, and sales data management.
One Month AgoSaved
In-Office
5 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and solutions, and implement those solutions. The role emphasizes consultative and direct selling, prospect qualification, relationship building, customer service, sales opportunity identification, and managing sales data. Candidates should be self-motivated, customer-focused, communicative, and entrepreneurial. A Matriculation Certificate is required.
Top Skills: Sales Software
One Month AgoSaved
In-Office
6 Locations
Entry level
Entry level
Fintech • Payments • Financial Services
Provides financial advice, identifies customer needs, recommends and implements suitable financial plans, procures new business, expands product and service sales among existing customers, and manages primarily self-generated leads while building trusted customer relationships.
One Month AgoSaved
In-Office
7 Locations
Junior
Junior
Fintech • Payments • Financial Services
Advancing Financial Adviser responsible for consultative financial-services sales, identifying customer needs and opportunities, qualifying prospects, managing customer feedback, and strengthening client relationships. Requires at least 12 months of Financial Adviser experience, Long-term Insurance Class of Business completion, and preferably Investments certification, RE5, and an FSCA-approved qualification. A valid driver’s licence, personal vehicle, and successful criminal and credit checks are required.
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One Month AgoSaved
In-Office or Remote
12 Locations
Junior
Junior
Fintech • Payments • Financial Services
Advise clients on financial products, identify customer needs and sales opportunities, qualify prospects, conduct consultative selling, manage customer feedback and sales data, and build strong customer relationships. The role requires financial services experience, long-term insurance expertise, FAIS compliance, a valid driver’s licence, and access to a personal vehicle.
Reposted One Month AgoSaved
In-Office
Durban, eThekwini, Kwazulu Natal, ZAF
Entry level
Entry level
Fintech • Payments • Financial Services
Supports financial planners by collecting and analyzing data, preparing planning documents and reports, resolving customer and supplier queries, maintaining client relationships, supporting sales, and conducting financial planning and advice for complex client situations. Ensures compliance with organizational policies and regulatory standards while developing technical and industry knowledge.
Top Skills: Office SoftwareSales Software
One Month AgoSaved
In-Office
6 Locations
Junior
Junior
Fintech • Payments • Financial Services
The Financial Adviser develops and manages client relationships, consults with prospective and existing customers, identifies financial needs and sales opportunities, qualifies prospects, and recommends long-term insurance solutions. The role requires customer-focused communication, consultative and strategic selling, sales data management, and relationship strengthening. Advisers must meet FAIS and insurance requirements, maintain a valid driver’s licence and vehicle, and pass criminal and credit checks.
Top Skills: Sales Software
One Month AgoSaved
In-Office
Giyani, Mopani District Municipality, Limpopo, ZAF
Entry level
Entry level
Fintech • Payments • Financial Services
Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and solutions, and build lasting customer relationships. The role involves consultative and direct selling, prospect qualification, sales opportunity identification, customer feedback management, and maintaining accountability while supporting clients’ lifetime goals.
Top Skills: Sales Software
One Month AgoSaved
In-Office
Thohoyandou, Vhembe, Limpopo, ZAF
Entry level
Entry level
Fintech • Payments • Financial Services
Develop customer relationships by identifying financial needs, providing sound financial advice, recommending suitable financial plans, and implementing tailored insurance and financial solutions. The role involves consultative and direct selling, prospect qualification, sales opportunity identification, customer feedback management, and strengthening long-term relationships. Candidates should be self-motivated, customer-focused, entrepreneurial, and effective communicators.
Top Skills: Sales Software
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