The Opportunity
Client-focused service-driven and sales-minded Step into a high-energy team making a real impact in the B2B financial advisory space.
Is this you
Youre a driven self-starter who thrives in a fast-paced performance-led environment. Youve got strong relationship-building skills a commercial mindset and a passion for delivering high-touch service. Youre someone who takes ownership, follows through and never backs down from a challenge. Selling comes naturally to you and you dont buy into the idea that Cape Town is a tough market. Youre hungry to grow and excited to be part of a team thats all about making an impact.
What youll be doing (and why youll enjoy it)
Reporting to the Regional Manager youll manage a mixed portfolio of large corporate clients across healthcare, retirement and employee benefits. Your time will be focused 80% on client servicing delivering annual reviews onsite training and education and ongoing client support and 20% on new business development. Youll build long-term relationships identify opportunities and play a key role in delivering standout advice to your clients.
Where youll be doing it
Youll join a dynamic independently owned financial broker thats deeply rooted in the B2B space advising thousands of businesses nationwide. They are based in Century City Cape Town with a high-performance culture and values-led leadership. This organisation offers strong infrastructure peer collaboration and a real opportunity to grow your career in a team that values your input and effort.
What youll need
You bring at least 5 years experience in medical aid or retirement fund consulting backed by solid qualifications RFP or AFP RE5 (RE1 a plus) and FASE accreditation. Youre results-focused understand operational processes and have the emotional intelligence to build trust with clients and colleagues alike.
What youll get
A competitive package with benefits commission and the support of a driven leadership team. Youll also gain the support of a national brand with access to key accounts and the freedom to manage your time while growing your income and impact.
How to apply
For a confidential discussion please contact Roxanne Battistoni on or send your CV to -
we appreciate that your CV might not be fully up to date. No problem just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Required Experience
Senior IC
Key Skills
Employment Type
Full-Time
Experience
years
Vacancy
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Senior Consultant • Cape Town, Western Cape, South Africa