Hermanus: Financial Services Consultant posted by AF Consulting

• 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.