financial services consultant jobs

Reference: 9400 CM Consultant: ChristaMostertJob Description: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...

Reference: 9400 CM Consultant: ChristaMostertJob Description: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...

Reference: 9400 CM Consultant: ChristaMostertJob Description: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...

Minimum requirements: Grade 12RE5150 FAIS CreditsMinimum required experience:Experience in short- and or long-term insurance products Minimum 2 years' experience in a Customer Service role in an insurance call centre environment Skills required:Specialist knowledge and skills with regards to Insurance policies/ proceduresComputer Literate (Excel, Word & Outlook)Excellent verbal, written and numer...

Deloitte is one of the country's leading professional services firms in Southern Africa, and is dedicated to assisting companies succeed in the business environment- whether it be through our tax, audit, consulting or financial advisory services. At Deloitte, we understand that solutions are not just a static one dimensional report, but rather, an integrated and innovative answer that helps our c...

PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique PPS Profit-Share Acco...

Reference: 9395 SJ Consultant: SoneJohnsonJob Description:Reporting into the Group Manager Financial Services & E-CommerceManaging the credit risk for the group within a region.Subject matter expert, managing the credit approval process, corporate governance complianceThe credit pipeline activities for specific portfolios.Proper implementation of the credit system and the presentation of credit r...

Reference: 9395 SJ Consultant: SoneJohnsonJob Description:Reporting into the Group Manager Financial Services & E-CommerceManaging the credit risk for the group within a region.Subject matter expert, managing the credit approval process, corporate governance complianceThe credit pipeline activities for specific portfolios.Proper implementation of the credit system and the presentation of credit r...

OMF Financial Consultant (Uitenhage) page is loaded OMF Financial Consultant (Uitenhage) Apply locations Uitenhage time type Full time posted on Posted Yesterday job requisition id JR-53328 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThis role is responsible for providing exceptional customer se...

OMF Financial Consultant (Tableview) page is loaded OMF Financial Consultant (Tableview) Apply locations Cape Town time type Full time posted on Posted 2 Days Ago job requisition id JR-53304 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThis role is responsible for providing exceptional customer s...

Property Finance Sales Consultant (Financial Services) A large financial services group is seeking the expertise of a Property Finance Sales Consultant. As an experienced Property Finance Sales Consultant, one will be responsible to actively prospect potential home loan clients, through lead providers (agents and originators) and through personal marketing and people engagement opportunities.One ...

OMF Roaming Financial Consultant (George) page is loaded OMF Roaming Financial Consultant (George) Apply locations George posted on Posted 5 Days Ago job requisition id JR-52888 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThis role is responsible for providing exceptional customer service and fi...

OMF Roaming Financial Consultant (George) page is loaded OMF Roaming Financial Consultant (George) Apply locations George posted on Posted 5 Days Ago job requisition id JR-52888 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role is responsible for providing exceptional customer service and f...

Title: Intermediary Financial Consultant Our client, based in Hermanus, is looking to hire an Intermediary Financial Consultant to join their company, in the financial industry , as soon as possible. Job overview: The Intermediary Financial Consultant is a key member of the Sales team reporting to the Head of Advisory Services. This role is responsible for securing customers, by qualifying leads ...

Title: Intermediary Financial ConsultantOur client, based in Hermanus, is looking to hire an Intermediary Financial Consultant to join their company, in the financial industry, as soon as possible.Job overview:The Intermediary Financial Consultant is a key member of the Sales team reporting to the Head of Advisory Services. This role is responsible for securing customers, by qualifying leads (qua...

Title:Intermediary Financial ConsultantOur client, based inHermanus,is looking to hire anIntermediary Financial Consultantto join their company, in thefinancial industry,as soon as possible.Job overview:The Intermediary Financial Consultant is a key member of the Sales team reporting to the Head of Advisory Services. This role is responsible for securing customers, by qualifying leads (qualified ...

Location: Hermanus, Western Cape Remuneration: R200k R470k per annum (dependent on qualifications and experience) Industry: Financial Immigration Services Reports to: Head of Advisory Services The Role: The Intermediary Financial Consultant is a key member of the Sales team reporting to the Head of Advisory Services. This role is responsible for securing customers, by qualifying leads (qualified ...

ENVIRONMENT: A Hermanus-based Financial Emigration Specialist seeks a highly meticulous, self-driven & client-centric individual to fill the role of an Intermediary Financial Consultant on a 1 Year Contract basis. The ideal candidate must be RE5 qualified or possess a qualification applicable to RE, have Call Centre or Sales experience, Retail Banking / Financial Services, or Insurance experience...

Client in the financial services / cash management solutions sector requires a Merchant Services Consultant with outstanding customer service skills Act as the liaison between clients, internal departments, and Business Development Consultants Provide excellent service support to the Business Development Consultants Monitor all client sites to identify problem areas and potential risk Manage and ...

Client in the financial services / cash management solutions sector requires a Merchant Services Consultant with outstanding customer service skills Act as the liaison between clients, internal departments, and Business Development Consultants Provide excellent service support to the Business Development Consultants Monitor all client sites to identify problem areas and potential risk Manage and ...

Client in the financial services / cash management solutions sector requires a Merchant Services Consultant with outstanding customer service skills Act as the liaison between clients, internal departments, and Business Development Consultants Provide excellent service support to the Business Development Consultants Monitor all client sites to identify problem areas and potential risk Manage and ...

Business Segment: Business & Commercial Banking Location: ZA, GP, Johannesburg, Simmonds Street 3 To conduct income verification and quality checks on all applications. To accurately perform credit analysis, fraud as first line defence, Know Your Customer and Financial Advisory and Intermediary Services Act as well as due diligence checks, limiting the risk of fraudulent / inaccurate document and...

OMF Financial consultant (Queenstown Nonesi Mall) page is loaded OMF Financial consultant (Queenstown Nonesi Mall) Apply locations Queenstown posted on Posted 2 Days Ago job requisition id JR-53373 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role is responsible for providing exceptional cu...

OMF Financial consultant (Queenstown Nonesi Mall) page is loaded OMF Financial consultant (Queenstown Nonesi Mall) Apply locations Queenstown posted on Posted 2 Days Ago job requisition id JR-53373 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionThis role is responsible for providing exceptional cus...