A leading financial services provider in Upington is seeking a Financial Advisor to deliver tailored financial advice and solutions to clients. The role involves establishing long term client relationships, ensuring compliance with regulations, and actively seeking new business opportunities. Ideal candidates will have a strong background in financial advice, client management skills, and meet...
A financial services organization in Upington is seeking a Salaried Financial Advisor to provide expert advice and develop customer relationships. Role includes analyzing customer needs, managing CRM data, and fostering a network of influence. Candidates should have a Matric certificate and skills in consultative selling and customer service. This position encourages professional growth within a...
Closing Date2023/03/31Reference NumberMMH230303-21Job TitleFinancial Advisor - UpingtonPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceNorthern CapeLocation - Town / CityUpingtonIntroduction Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving...
A leading financial services provider is looking for candidates dedicated to customer service and business development. The role requires skills in consultative selling, customer feedback management, and effective communication. Candidates must possess an NQF Level 5 qualification or equivalent. Responsibilities include handling inquiries, assessing compliance with standards, and developing...
A leading insurance company in Upington seeks dynamic individuals with a strong entrepreneurial spirit to join its team. The role focuses on empowering customers to achieve their financial goals by providing tailored financial advice and implementing effective solutions. Responsibilities include procuring new business, expanding sales within existing clients, and primarily working on...
Job Purpose Educate clients on the functionality of self-service digital solutions whilst solving for their sales and service needs in order to meet business goals and growing market share. Job Responsibilities Client Engagement - Respond to client needs by offering the right service and solution. - Build client trust by applying your expertise and experience to do good for your client. -...
At peopleworth, we support work where people and performance thrive. As part of our Employer Group, we work with a variety of forward-thinking partners and are excited to share this opportunity that sits within our growing group. Role Overview This role focuses on guiding prospective learners through an end-to-end enrolment journey, ensuring they feel supported and well-informed at every stage....
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 na Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.Responsibilities Customer Service Provide a quality service to customers while...
To grow commercial bank revenue through the management and cross sell to existing portfolio; as well as the acquisition of new to bank high revenue commercial customers in order to create and increase revenue and maximize economic profit to achieve the banks strategic objectives and create shareholder value Job Responsibilities - Acquire new commercial clients with annual turnover of between...
Created At:November 13, 2025Status:activeJob Type:ExternalLocation:Upington, NC, South Africa## About the job Sales Coordinator (External Applications Only)### Description:Grow sales through constant Customer interaction; costing of building plans and issuing Customers with accurate quotations. Ensuring that all housekeeping and merchandising standards are maintained at all times. Ensuring a cost...
Are you a dynamic and driven individual with a passion for short-term insurance? Our client is looking for a Virtual Advisor to join their team, focusing on providing expert advice and solutions for personal lines insurance. This is a unique opportunity to build a sustainable client base through a solution-oriented sales and service approach. Responsibilities: - Providing solutions for clients’...
Qualifications: Bcom Accounting or equivalent with articles Experience: 3 Years Articiles and 2 Years post articles Accounting Systems: Evolve and Easi BI Key Performance Ares: 1. Manage Financial Department · Timeous and accurate financial management reports for the Dealership by the 7th of each month. · Apply the company policies with regards to parts aging, demo depreciation and used...
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 Responsibilities - Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving...
Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is...
Salaried Financial Advisor page is loaded## Salaried Financial Advisorlocations: Upingtonposted on: Posted Todayjob requisition id: JR-71652Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionnaProvides advice on a specific range of products to a specific allocated market and are individually accountable...
A prominent financial institution in South Africa seeks a dedicated Client Engagement Specialist. This role emphasizes educating clients on digital banking solutions and fostering trustful relationships to help them achieve financial goals. The ideal candidate will have 2-3 years in client service, a Matric certificate, and excellent sales skills. Responsibilities include responding to client...
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 Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. Responsibilities Customer Service Provide a quality service to customers while...
A leading financial services firm in Upington seeks an experienced professional to provide customer advice, develop sales opportunities, and enhance client relationships. The ideal candidate will have a Matriculation Certificate and strong consultative selling skills, focusing on delivering exceptional customer service. This role emphasizes compliance with organizational policies and business...
A financial services company in Upington is seeking an Advancing Financial Adviser who will focus on customer service, sales development, and relationship management. The ideal candidate should possess consultative selling skills and an NQF Level 5 qualification. Responsibilities include handling customer inquiries, analyzing compliance with standards, and ensuring the accuracy of customer data...
A leading insurance company in Africa is seeking self-motivated individuals for a full-time internship role. This position involves championing valued customers, providing financial advice, and implementing tailored financial plans to help achieve their lifetime goals. If you have a passion for sales and customer service, this is an excellent opportunity to gain experience in the finance and...