162 Credit Solutions jobs in South Africa

Overview:

The purpose of this position is to tend to the administration of the financial planning services the business provides.  

Minimum Requirements:

• Senior Certificate - High School Matric (Grade 12)
• Valid SA Driver’s License
• Own Reliable Vehicle (essential)
• Proficient in Microsoft Word and Office and other related software
• Excellent telephone etiquette
• Previous experience in the Financial Services industry (advantageous)
• RE5 certificate (advantageous)

Responsibilities:

• Responsible for the implementation of financial plans which will involve managing the transfer of investment capital, setting up new financial products, submitting claims and withdrawals etc.,
• Responsible for drafting and submitting investment and life assurance application forms,
• Assist clients with the signing of forms,
• Responsible for the upkeep of client financial product portfolio summaries – drafting, updating, and presenting at regular reviews,
• Timeously tend to all client queries
• Making and answering phone calls.
• Be courteous with all clients and develop a good relationship with clients.
• Photocopying, printing & binding of documents, when required,
• Filing & scanning, when required,
• Send quarterly reports, when required,
• Send clients’ tax certificates, when required.

Competencies:

• Must show good initiative and be willing to do necessary research for better understanding where necessary
• Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
• Must be able to demonstrate good time management and be able to work under pressure, and show good organisation skills
• Become knowledgeable about the financial assets and products that our clients utilise

• ✔️ Completed articles (SAICA or SAIPA)
• âœï¸ Experience in Financial Services is essential (Banking, Insurance, Investment, Asset Management, etc.)
• ✔¸ S ong technical accounting, reporting, or regulatory knowledge
• ✠¸mbitious, detail-oriented professionals with a passion for excellence

• Monthly accounting and reporting, including bank reconciliations
• Preparation of CEO reports and month-end packs
• Accurate calculation and processing of commission and remuneration (weekly and monthly)
• Payment submissions and ensuring timeous payouts to agents and intermediaries
• Resolving payroll-related queries from sales teams
• Validating data from the policy administration system and checking commission accuracy
• Supporting the Operational Finance Manager on key deliverables

• Working with numbers and financial systems
• Supporting internal and external stakeholders
• Solving payment or payroll queries
• Maintaining high accuracy and tight deadlines
• Continuously learning and keeping up with industry regulations

• 3-year relevant tertiary qualification (Diploma or Degree preferred)
• 1-5 years' experience in accounting, commissions or payroll admin
• Strong Excel skills and experience with accounting systems (Dynamics 365 preferred)
• Experience in financial services or insurance will be highly advantageous
• Exposure to intermediary commission structures a plus

What Youll 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).

• 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.

We’re looking for a dynamic and strategic individual to deliver the PEPmoney strategy and boost the profitability of our portfolio with focus on our Financial Services Products. In this role, you'll not only drive business growth but also ensure that we consistently exceed our customers’ expectations.

Key Responsibilities 

• Execution of PEPmoney strategy through developing new business opportunities to generate sales 

• Operational result management for PEPmoney Financial Services

• Custodian of Marketing requirements for PEPmoney Financial Services products

• Relationship Management with Internal and External Stakeholders

• PEPmoney budget management for FS products

• Leadership

Required Knowledge, Skills and Competencies 

• Relevant Diploma or Degree is required (B. Comm, B.A. - with commercial subjects).

• 5+ Years experience in a financial services role

• Computer Literacy (MS Office, Excel and Google Workspace)

• Knowledge of, and compliance with,  legislation related to financial services products

• Financial Acumen

• Project management

• Relationship management 

• Process management 

• Excellent time management and prioritisation abilities.

• Relevant product knowledge; 

• Research capability

• Management experience

• Competencies: Negotiating, Results Oriented, Performing under pressure, Commercial Drive, Vitality, Client Focus, Analyzing and forming opinions and Innovating 

This is an exciting opportunity for an experienced professional to take on an exciting role and make a significant impact on our business. If you have the required expertise and are looking to advance your career, we encourage you to apply.

If you do not hear from us within 4 weeks of the closing date of this position, please regard your application as being unsuccessful.  

What You'll Do :

• Client Engagement: Build strong relationships with prospective and existing clients, understanding their needs and offering suitable financial solutions.
• Generate Leads: Identify and pursue new business opportunities through networking and referrals.
• Market Research: Stay informed about industry trends and competitor offerings to effectively position the solutions in the market.
• Presentations & Proposals: Deliver compelling presentations and create customized proposals to close sales deals.
• Pipeline Management: Maintain an organized sales pipeline using CRM tools, ensuring consistent follow-up and relationship management.

What They're Looking For :

• Proven experience in sales, business development, or client relationship management (experience in financial services is a plus).
• Strong negotiation, communication, and interpersonal skills.
• A target-driven mindset with a passion for exceeding goals.
• Ability to understand and present complex financial terms in a simple, engaging manner.
• Self-motivated with strong organizational and time-management skills.

Minimum Requirements :

• Matric (Bachelor's degree in Business, Finance, or a related field is advantageous).
• Valid driver's license and own reliable vehicle.
• 1 – 2 years' experience in a corporate environment is a plus.
• Bilingual – English and Afrikaans are a plus.

What They Offer :

• Competitive salary.
• Initial and ongoing sales and product training to support your career growth.
• Exciting incentives and rewards for top performers.
• Opportunities for advancement within a growing company.
• A supportive and energetic team environment.

Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.