Job DescriptionTo deliver an exceptional and efficient customer experience by proactively understanding customer needs, providing tailored product solutions, and directing customers to the most suitable service channels (including eChannels and self-service). Ensure all interactions align with
Job DescriptionTo provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests Hello Future Community Advisor Welcome to FNB, the home of the #changeables. We are a
First Rand Group in South Africa seeks a Wealth Management Support Analyst to deliver structured administrative and operational support to Wealth Managers. You will coordinate with internal teams and external providers, maintain effective client relationships, and help
Who are we? Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisors and 2,000 supporting independent brokers, all
Description: Grow sales through constant Customer interaction; costing of building plans and issuing Customers with accurate quotations. Ensuring that all housekeeping and merchandising standards are maintained at all times. Ensuring a cost effective and efficient delivery
Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers. The role focuses on identifying clients financial needs, offering sound financial advice, and implementing fit-for-purpose financial plans to help clients achieve lifetime goals. The position
Old Mutual South Africa is seeking a Customer Service and Sales Support professional in Bloemfontein to carry out standard service activities, handle routine inquiries, and ensure accurate CRM data for follow-up actions and customer notes. You
A leading financial services provider seeks a MFC Salaried Financial Advisor in Bloemfontein. The candidate will provide tailored financial advice, develop customer relationships, and identify business opportunities. Responsibilities include managing customer interactions, analyzing solutions, and ensuring compliance
Metropolitan in Bloemfontein is seeking a results-driven sales professional to attract, acquire and retain clients by selling company products and delivering after-sales service to drive market share growth. You will engage with prospect clients, understand their financial needs
Sure X Life seeks a Financial Advisor to provide personalized guidance to individual and business clients in Bloemfontein. You will meet clients on-site to assess goals, analyze financials, and propose appropriate investment and retirement solutions. The role emphasizes compliant
Old Mutual South Africa is seeking self-motivated individuals to join us as Financial Advisers. You will identify clients financial needs, provide sound advice, and implement fit-for-purpose plans to help people achieve lifetime goals. You will build trust,
Metropolitan in Bloemfontein is seeking a Sales professional to attract, acquire and retain clients by selling company financial products and providing after-sales service to ensure client retention. You will engage with prospects, record client information, and aim to meet
First Rand Bank India is seeking a Private Wealth; professional to assist a team of Private Bankers in managing a portfolio of high-net-worth clients. The role emphasizes analysis, research, and sales/service fulfilment to identify opportunities for banking
Old Mutual South Africa seeks a candidate in Bloemfontein to champion customers lifetime financial goals by providing sound financial advice and implementing tailored solutions. The ideal candidate will possess at least an NQF Level 4 education
Old Mutual South Africa seeks a self-motivated Financial Adviser in Bloemfontein to champion customers’ needs and guide them toward lifetime financial goals. You will identify needs, advise on suitable plans, and implement tailored solutions, building trust
Old Mutual South Africa seeks a dynamic sales advisor focused on customer service and business development within a defined market. You will provide product advice, nurture relationships, and manage data in CRM to drive retention and growth.
Old Mutual Limited in Bloemfontein, South Africa, seeks self-motivated individuals with an entrepreneurial spirit to become Financial Advisers. You will identify clients needs, provide sound financial advice, and implement fit-for-purpose financial plans to help clients achieve lifetime goals.
Old Mutual South Africa in Bloemfontein is seeking a customer service and sales support professional. You will handle routine inquiries, update CRM data, and act as the first point of contact for resolving questions and complaints.
Old Mutual South Africa seeks self-motivated professionals to champion customers’ financial goals by identifying needs, giving sound advice, and crafting fit-for-purpose financial plans and solutions. The role includes procuring new business, expanding sales with existing customers,
Old Mutual Limited in Bloemfontein is seeking a proactive Customer Service/CRM specialist to support routine inquiries, qualify needs, and nurture client relationships. You will follow a multilevel sales script, receive visitors, and help resolve queries while adhering