South Africa's #1 Job Portal 12,401+ Active Jobs
Finance/Accounting Management

Financial Services Consultant posted by AF Consulting

Company:AF Consulting
Location:Hermanus
Posted 15 hours ago

Ready to Apply?

2 views

Job Description

Hermanus: Financial Services Consultant posted by AF Consulting


Posted: 2025-09-26 00:00:00

AF Consulting


GO APPLY NOW

Click to apply on company website


[adinserter block=1]

Job Description

Role:  Expat Financial Services Consultant
Location:  Hermanus, Overberg, Western Cape
Salary:  TBC

What You’ll Do:

  • 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.

View Job  Western Cape: Finance Manager posted by Network Finance
 
 

Advertisement
[adinserter block=2]

Ready to Apply?

Click the button below to apply directly on the company website




GO APPLY – AF Consulting



Safe & secure application process

[adinserter block=3]

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.


Share this to someone who needs a job:

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