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.
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