23 Financial Sales jobs in South Africa

At Octogen, we're all about empowering our clients to break free from debt and breathe again As a Financial Services Sales Consultant, you'll be guiding clients to solutions that put them on the path to financial freedom.

What You'll Be Doing:

· Building Connections: Form strong relationships with clients and partners, turning leads into opportunities through phone calls and face-to-face interactions.

· Coaching: Your passion for engaging with clients and coaching them to not only understand their financial position but also take actionable steps toward a debt-free future will be the key to your sales success.

· Delivering Solutions: Introduce our solutions and guide clients to apply for Debt Review, by connecting them with our expert Debt Counsellors.

· Making an Impact: Every conversation is a chance to change someone's life for the better.

What You Need to Shine:

· Education: Matric/Grade 12 (a post-matric business-related qualification is a bonus).

· Tech Skills: Confident using MS Office and Outlook.

· Sales Experience: A minimum of 2 years of sales or call center experience within the financial services industry (e.g., banking, insurance, brokerage, retail, etc.).

· Debt Review Knowledge: Familiarity with the debt review process is a plus

Why Octogen?

· Unlimited Earning Potential: Write your own paycheck up to R21 000 per month.

· Career Growth: We believe in growing our people just as much as we help our clients grow financially.

· Supportive Environment: Be part of a team that values accountability, diversity, and tenacity.

Ready to Make a Difference?

If you're passionate about helping others, have the drive to succeed, and are excited to take your career to new heights—we want to hear from you

Job Types: Full-time, Permanent

Pay: From R4 500,00 per month

Ability to commute/relocate:

• Centurion, Gauteng: Reliably commute or planning to relocate before starting work (Required)

Education:

• High School (matric) (Required)

Experience:

• Sales: 2 years (Required)
• Debt Review: 1 year (Required)

Location:

• Centurion, Gauteng (Required)

Work Location: In person

Are you passionate about finance and helping clients achieve their financial goals? IWCP is looking for a dynamic 
Financial Sales Consultant

to join our team and make a real impact.

What You'll Do:

• Build and maintain strong client relationships
• Understand clients' financial needs and provide tailored solutions
• Promote and sell Liberty financial products and services
• Conduct financial assessments and create strategic plans for clients
• Stay up-to-date with market trends and investment opportunities
• Achieve sales targets and contribute to team success

What We're Looking For:

• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Passion for helping clients achieve financial success

No experience? No problem We offer an in-depth, well-rounded training and mentorship program to set you up for success.

Package & Remuneration

What We Offer:

• Competitive commission structure and performance-based incentives
• Professional growth and development opportunities
• Supportive, collaborative work environment

Ready to take your career to the next level?

Send your CV to 

Overall Purpose of the Role:

This multi-functional role provides an excellent opportunity for an experienced individual with Outbound sales, E-commerce and Superior Customer Service experience. This position reports directly to the Operations Manager. The Operations Sales agent is responsible for providing exceptional customer service and is required to be a dynamic brand ambassador and a multi-product expert with the ability to assist and support our customers with their enquiries and applications. The Operations Sales agent will contribute to the overall purpose of the team and will be responsible to generate revenue and enhance the client's experience.

Duties & Responsibilities

• To act as the primary point of contact for any customer queries, answering phone and e-mail enquiries, resolving complaints or facilitating special requests in an efficient and timely manner.
• To meet the set standards of productivity and quality in the department in order to achieve set KPIs
• To provide superior customer service across all communication and business channels
• To have an in-depth knowledge of all websites, e-commerce and sales team generated applications and associated processes
• To have an in-depth knowledge of all Partner products, requirements and application processes, to enable you to treat each Partner client in the same manner as if you worked for the Partner
• To have an in-depth knowledge of the Retail Capital products to enable you to impart this information to all customers on-line as well as telephonically
• To take ownership of each customer query from inception to resolution
• Interact with customers to ensure all data on web to lead applications are up to date and enriched to the most complete level possible, using all tools available to complete this task to the highest quality
• To make a quick and efficient assessment of the customer request to ensure the quickest and most efficient resolution of the request
• To actively engage with stakeholders to ensure that all requests from customers are managed accurately and timeously
• Proactively engaging with customers regarding complaints to protect the image and the RC brand, ensuring that feedback is provided to all stakeholders to ensure repetition of complaints are prevented
• Dealing with all queries for new or existing customers
• Contribute to a positive team and working environment
• Ability to multi-task, providing feedback on new, in progress and decisioned applications in a structured and focussed manner
• Ability to work with strict turn-around times ensuring a superior customer experience
• Provide detailed feedback gained from customer conversations

Key requirements for this position include

• High level of attention to detail
• A strong attendance, reliability and punctuality record
• A strong work ethic and proven track record of being proactive and using initiative
• Passion for Customer Service and the ability to resolve the most difficult issues timeously
• A positive and flexible approach, ready and willing to do anything to get the job done
• Ability to deal with difficult customers and situations in a professional and customer service focussed manner
• Evidence strong interpersonal and team working skills, able to communicate successfully with a wide variety of people across all levels of the business (Operations, E-commerce, Finance, Collections, Retention Managers and Executives)
• Ability to converse with Business Owners in a professional and comfortable manner
• Ability to work independently and as part of a team, pre-empting and problem solving issues as needed
• Previous experience in working in financial institutions and/or Customer Facing businesses
• Proven time management and relationship skills required
• Driven and self-aware

Qualification/s:

• Matric
• 3-5 Years Call Centre experience
• 3 years minimum in a Highly Functioning Customer Service Environment
• Retail or Financial Advisory experience with related knowledge & skills advantageous
• Microsoft Office with proven Excel skills
• Advanced business writing and conversational business language skills
• Typing skills (minimum 30 words per minute)
• Interpretation of Financial information with ability to explain information to customers
• Creative, innovative and resourceful thinking
• Comfortable navigating and providing online support when required

Job Type: Full-time

Pay: Up to R11 500,00 per month

Work Location: In person

Are you ready for a new challenge, a new culture, and a new perspective in your career? If you crave autonomy, flexibility, and the opportunity to build a successful business, look no further
IWCP (Insurance and Wealth Creation Professionals)

is the gateway to a rewarding career as a
Financial Advisor.

Embark on a journey of professional growth and personal success with
IWCP (Insurance and Wealth Creation Professionals).

Join us and make a lasting impact on the financial well-being of individuals and businesses. Apply now

Area:

Centurion, Gauteng (Hybrid)

Salary:

100% Commission (Very lucrative commission structure)

Why Choose IWCP (Insurance and Wealth Creation Professionals)?

·

Launch Your Own Successful Business

·

Build Long-Term Relationships

·

Leadership and mentorship from the top financial advisors in the industry

Duties & Responsibilities:

·

Build Your Own Network of Clients

·

Schedule Meetings with Clients

·

Financial Needs Analysis for Clients

·

Provide Sound Financial and Product Advice

Candidate Requirements:

·

Matric Certificate/Equivalent Qualification

·

Own Car

·

Own Laptop

·

Clear Criminal Record

• Clear Credit Record

Join SureX as a Financial Sales Consultant

Are you results-driven, client-focused, and passionate about financial services? SureX is looking for ambitious
Financial Sales Consultants
to help us deliver tailored insurance and financial solutions to our clients.

What You'll Do:

• Build strong, lasting client relationships.
• Provide expert financial advice and insurance solutions.
• Drive sales and consistently meet performance targets.
• Educate clients on products to suit their financial needs.

Requirements:

• Grade 12
  (minimum – no equivalents).
• Candidates with
  RE5
  and/or
  NQF Level 5
  will be highly regarded.
• Strong sales and client relationship skills.
• Target-driven, self-motivated, and confident communicator.
• Previous experience in insurance/financial sales is an advantage.
• Basic computer literacy.
• Valid driver's license and reliable transport – mandatory.

What We Offer:

• Competitive commission structure.
• Professional training and development.
• Career growth opportunities in a dynamic industry.
• Supportive and rewarding work environment.

Take the next step in your career with a company that values your ambition and drive.

Apply today and start your journey with SureX

Marketing of Funeral insurance, Savings plans and related products.

Recruit funerals for funeral division.

Job Type: Full-time

Pay: R5 000,00 - R100 000,00 per month

Application Question(s):

• Are you able to market and sell?

Experience:

• Salesforce: 1 year (Required)

License/Certification:

• RE5 Certificate (Preferred)

Work Location: In person

Join the Octogen Family as a Financial Services Sales Consultant

Why Join Us?

At Octogen, we're on a mission to empower our clients to achieve financial well-being. As a Financial Services Sales Consultant, you'll be the essential link connecting clients to the solutions they need to break free from debt and breath again with Octogen.

What's Your Role?

You'll be building strong relationships with partners and clients, using your charm to turn leads into opportunities through phone calls and face-to-face interactions. Your goal? To introduce our top-notch solutions that pave the way to financial freedom and guide our qualifying clients through the Debt Review application process, connecting them with our expert Debt Counsellors.

What Do You Need to Shine?

• Education: A Matric/Grade 12 qualification is a must; a post-matric business-related qualification is an added advantage.
• Tech Skills: You should be comfortable with MS Office and Outlook.
• Sales Experience: Bring along at least 2 years of experience in sales or a call centre environment.
• Debt Review Knowledge: Familiarity and experience with the debt review process.

Ready to Make a Difference?

If you're passionate about helping others and ready to take your career to the next level while writing your own monthly paycheck, we want to hear from you

Job Types: Full-time, Permanent

Pay: From R4 500,00 per month

Education:

• High School (matric) (Required)

Experience:

• Sales: 2 years (Required)
• Debt Review: 1 year (Required)

Location:

• Bloemfontein, Free State (Preferred)

Work Location: In person

Bring your possibility to life Define your career with us
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary
Job Description
Utilize your 5 years' experience within a Banking Service Industry, minimum 3 years' experience in Customer Relationship Management to build and optimize market networks, ability to collaborate across internal and external platforms to build solid pipelines for business growth, across volume and value. Duties include Planning & growth, Driving Retail acquisition and business growth, Competitor analysis and insights, Financial/commercial acumen, strong selling skills, deal structuring and proposing, leads generation, B-degree in Finance, Commerce or Banking (NQF level 6.) NQF 7 preferred. A FAIS recognized qualification min 120 credits and RE5/1 Certificate completed.

Education
Further Education and Training Certificate (FETC)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised

Job Purpose

iMas Insurance Brokers is looking for Independent Insurance Sales Agent within Secunda areas, with knowledge and experience in Life Insurance, specifically targeting the retail mass market. These individuals should be self-starters with an entrepreneurial flair and the capability to work independently.

Job Specifications

iMas Insurance Brokers provides you the benefit of:

• A well-established and reputable brand in our target market
• A lucrative commission split
• Compliance and admin office support
• Infrastructure to support sales activities
• Multiple product offerings
• Comprehensive financial wellness training programme
• Focusing on well-established networks in the retail mass market sectors

Minimum requirements

Our Independent Broker must comply with the minimum qualification and experience:

• Matric
• A tertiary qualification (advantageous)
• FSCA recognized qualification, as per FAIS requirements (advantageous)
• Regulatory Exam for Representatives (RE5) (advantageous)
• Minimum 1 year sales experience in the life insurance industry
• Clear ITC
• Clear criminal record
• Valid drivers license (advantageous)