Financial Services Consultant

Recruiter:

AF Consulting

Job Ref:

Her000194/AF

Date posted:

Tuesday, July 22, 2025

Location:

Hermanus, South Africa

Salary:

Monthly

SUMMARY:
ð On-site | Full-time | Financial Services
Are you a financial professional who thrives on meaningful client interactions, understands the challenges faced by South African expats, and wants to be part of a purpose-driven team? Then this opportunity might be for you.
We’re looking for either an Advisor or a Scripted Intermediary to join a well-established team that specialises in helping South Africans abroad manage policy encashments, exit tax, forex, and retirement fund solutions. Whether you are licensed to offer advice or trained to guide clients through scripted financial services, you will be responsible for the entire sales process.

POSITION INFO:
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.

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