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Customer Advisor jobs in Klerksdorp
Overview Old Mutual Limited is a premium pan-African financial services group that has been helping customers achieve their financial goals for over 170 years. Operating in 14 countries across Africa and Asia, we strive to create positive futures for individuals, families, and communities. By shaping a sustainable future for our business, we aim to improve lives and build a better Africa...
A recruitment agency in South Africa seeks a Virtual Advisor to provide expert advice for personal lines insurance. Responsibilities include offering tailored solutions, managing customer portfolios, and ensuring compliance with regulations. The ideal candidate has at least 2 years’ experience in insurance sales and strong communication skills. Join a dynamic team and help build lasting client...
Salaried Financial Advisor page is loaded## Salaried Financial Advisorlocations: Klerksdorpposted on: Posted Todayjob requisition id: JR-71976Let'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...
Job Description To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. Hello Future, Business Financial Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of...
Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. - Act responsibly with work related...
Who are we? Sanlam Developing Markets [SDM](a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...
Job Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. - Act responsibly with work related...
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...
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 identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex...
Key Purpose Leading Discovery Life Funeral Sales Team at the relevant branch in order to achieve set sales target. Areas of responsibility may include but not limited to: - Lead and manage a Funeral Cover sales channel consisting of financial advisors in order to achieve sales and quality targets. - Ensuring a professional level of interactions with all stakeholders - Inductions and leads...
Business Unit: DCM Distribution Function: Financial Advisors (Certified Financial Planner) Date: 2 Dec 2025 Key Purpose Leading Discovery Life Funeral Sales Team at the relevant branch in order to achieve set sales target. Areas of responsibility may include but not limited to: - Lead and manage a Funeral Cover sales channel consisting of financial advisors in order to achieve sales and...
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’...
Who are we? Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education,...
A leading financial institution in Klerksdorp seeks a candidate to manage a portfolio of Private Wealth Clients. Responsibilities include achieving financial targets, delivering exceptional advice, and expanding the customer base. The ideal candidate will possess strong analytical skills and relationship management capabilities. This role involves proactive client engagement and supporting the...
Key Purpose Leading Discovery Life Funeral Sales Team at the relevant branch in order to achieve set sales target. Areas Of Responsibility May Include But Not Limited To - Lead and manage a Funeral Cover sales channel consisting of financial advisors in order to achieve sales and quality targets. - Ensuring a professional level of interactions with all stakeholders - Inductions and leads...
Business Unit:DCM DistributionFunction:Distribution ManagementDate:8 Oct 2025Key Purpose- Leading Discovery Life Funeral Sales Team at the relevant branch in order to achieve set sales target.Areas of responsibility may include but not limited to:- Lead and manage a Funeral Cover sales channel consisting of financial advisors in order to achieve sales and quality targets.- Ensuring a professional...
Overview Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. 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 identifying opportunities to secure new business...
A leading insurance company is looking for self-motivated individuals to champion customer financial goals. The role involves procuring new business and expanding existing customer relationships. Candidates should possess strong consultative selling skills and relevant qualifications at NQF Level 7 or equivalent. The position offers growth within a vibrant culture focused on achieving lifetime...
Overview Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Responsibilities - Act...