financial services representative jobs in Westville

Client Experience Consultant DurbanKey responsibilities- Calling on members exiting, entering, retiring, and nearing retirement from retirement funds.- Providing the initial contact for benefit advice counselling.- Providing in and outbound telephony support across all business units- Contacting members who responded to the system generated SMS interface within 24 hours of the member responding.-...

We have an exciting career opportunity for a Spanish-speaking Customer Service Representative to join our dedicated team. This vital position requires an action-orientated individual, who will assist with customer enquiries and booking of appointments. This is an amazing job opportunity for a Spanish speaker looking to broaden their horizons and work for a results-driven company. Working...

The VSAT Field Service Representative ( Consultant Or Call-out Engineer) is responsible for providing onsite technical support to our projects via the installations, repair, and maintenance of terrestrial systems and satellite earth stations/VSAT/ESV terminals in both fixed and stabilized environments at our customer locations operating in South Africa/surrounding Countries. Tasks -...

Key Responsibilities: Order Administration - Receive and respond to all customer enquiries from order placement through to receipt/ dispatch of stock to customer, ensuring that the customer and the designated Business Manager are kept informed of progress - Maintain the Sales Module on the ERP system and user of the CRM system, ensuring that customer details and contact information are correct...

Job Description My client is looking for a Financial Accountant to join their team. The ideal candidate is someone who has recently completed SAICA Articles and possibly has a few months post-article experience. Requirements: •Newly Qualified CA(SA) or Eligible to Register as a CA(SA) •Financial Services/Insurance audits is essential •Able to work independently •IFRS17 exposure or...

Financial Services Assistant (Wealth) - Kloof Our well-respected client in the financial services industry is looking to appoint a Financial Services Assistant – specifically in the wealth field. This role offers an excellent opportunity for an experienced, client-focused individual to assist an independent Wealth Manager across all aspects of client servicing, administration, and practice...

We are looking to hire a vibrant and passionate financial services sales consultant to join our team. You will spend your day assisting clients on their financial struggles and spending patterns and then recommend an appropriate financial planning strategy. Financial Advisor Responsibilities: - Talking to clients to determine their expenses, income and gather information needed to develop a...

Job Summary:Key Responsibilities: - Promote and sell rigging, machine moving, and heavy lifting services - Identify and pursue new business opportunities in relevant industries - Maintain and expand the client database through cold calling, networking, and referrals - Prepare detailed quotations and proposals tailored to client needs - Conduct site visits and client meetings to assess project...

Job Location : Durban, KwaZulu-Natal, South AfricaApplication Deadline : February 20, 2026 - The main purpose of this role is to seek new business through networks, forge and sustain good relations with clients as well as retaining new and existing business.  Minimum Requirements: - At least 5 years’ experience in sales in a similar position. - Sales diploma or equivalent qualifications. -...

Job Advertisement: Sales Representative Location: Hybrid (Johannesburg-based) Reports to: Business Development Managers Direct Report: Sales Support Administrator About the Role Are you a dynamic and results-driven sales professional with a passion for building relationships and driving growth? Manuchar SA is looking for a Sales Representative to join our team. This role is key to expanding...

Purpose of the Job:Are you passionate about providing excellent customer service and exceeding sales targets? Do you have a proven track record of meeting and exceeding sales goals while maintaining strong customer relationships? If so, we want you to join our team at OK Furniture! As a Sales Representative, you will be responsible for providing exceptional customer service to our valued clients...

Key purpose: - The Service Delivery Manager is equally responsible for client satisfaction by ensuring that services are delivered according to agreed Service Level Agreements (SLA) and other contractual obligations that are deemed necessary to the client. These obligations may reflect operational, commercial and legal obligations. - As the Service Delivery Manager for a client, these employees...

Location: Derby Downs Office Park, Westville. SouthAfrica Join our client as a Long Term Financial Advisor in theirlong term division, where you’ll deliver holistic, client-centered financialadvice that aligns with FAIS requirements. This role focuses on understandingclient needs to create tailored financial plans, upholding their values ofinnovation, empathy, and excellence. Platinum Talent is...

Overview A boutique advisory company which provides various consulting services on various infrastructure and project finance transactions is looking for a Finance Modeller to join their team in Durban. Responsibilities To develop and maintain appropriate financial models meeting the requirements of investors, sponsors, financiers and/ or procuring agencies as the case may be To review, manage...

Active cold calling and direct sales through canvasing different areas in-person to prospective clients- Present, promote and sell products- Establish, develop and maintain business relationships with prospective customers to generate new business- Conducting business reviews to ensure clients are satisfied with their products and services- Informing customers of new product offerings- Attending...

As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry. Responsibilities: - Pitch our business to potential new clients and schedule appointments with existing clients for...

Purpose of the job Bloom's Customer Services Representatives need to be highly skilled individuals, tasked with Effectively assisting Bloom customers with queries and/or complaints, across any channels required in Bloom's operational processes and maintain excellent customer satisfaction. Duties & Responsibilities Specific Tasks 1. Ensuring high-level sales performance as a representative. -...

Our client in the Financial Services sector based in Berea, Durban is seeking the services of an experienced Financial Services Assistant. Requirements: - Matric - Degree or Diploma in Financial Services would be an advantage - IFA Support Experience will be an advantage - At least 5 - 8 years’ experience in the financial services arena - MS Office (Especially Excel) - Strong administrative...

We are seeking full-time Call Centre Agents who are well educated, professional and fluent in English to join our dynamic team. Working Hours: - Monday - Friday 11:00-15:00 SAST - Monday - Friday 17:00-21:00 SAST Duties and responsibilities: - Call customers using our database and referral leads - Provide information regarding our products and services - Actively market our products and...

Financial Services Assistant (Wealth) - Kloof Our well-respected client in the financial services industry is looking to appoint a Financial Services Assistant – specifically in the wealth field. This role offers an excellent opportunity for an experienced, client-focused individual to assist an independent Wealth Manager across all aspects of client servicing, administration, and practice...