Financial Services Consultant posted by AF Consulting
Ready to Apply?
Job Description
Hermanus: Financial Services Consultant posted by AF Consulting
GO APPLY NOW
Click to apply on company website
[adinserter block=1]
Job Details
Job Description
Location: Hermanus, Overberg, Western Cape
Salary: TBC
- Manage warm leads and qualify client needs across services like policy encashments, tax emigration, forex, and more.
- Conduct virtual consultations and deliver tailored or scripted guidance (depending on role).
- Drive the full sales cycle, from initial contact to closing, with compliance front of mind.
- Collaborate closely with internal teams to ensure seamless service delivery.
- Maintain accurate client records via CRM tools (Salesforce or similar).
What You Bring:
- Tertiary qualification in Finance, Commerce, Sales or related field
- Strong knowledge of South African tax law, exchange control regulations, and expat financial needs.
- RE5 / RE1 certification
- 2+ years’ experience in financial services, sales, or expat support preferred.
- Empathy, professionalism, active listening, and a consultative sales mindset.
- Comfortable with video calls, spreadsheets, and guiding clients through compliance steps.
Whether you’re ready to advise or support as an intermediary, this is a chance to make a real impact in the lives of expats while growing your career in a values-driven environment.
[adinserter block=2]
Ready to Apply?
Click the button below to apply directly on the company website
Safe & secure application process
How to Apply
Click “GO APPLY” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Interested in this position?
Don't miss out on this opportunity! Apply now and take the next step in your career.
Apply for This Job