Financial Services Consultant
AF ConsultingHermanus, South Africa30+ days ago
Job descriptionTertiary 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.
Role : Expat Financial Services Consultant
Location : Hermanus, Overberg, Western Cape
Salary : TBC
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).
What You Bring :
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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Financial Consultant • Hermanus, South Africa
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