Financial Services Consultant

AF Consulting

Hermanus, Western Cape
Permanent
Full-time

1 day ago

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

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