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Results for client services manager in "client services manager", Full-Time in Jobs in South Africa in South Africa
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As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry. Responsibilities:Pitch our business to potential new clients and schedule appointments with existing clients for financial advisor visits (Cold-Calling)Source leads from various databases.Work closely with financial advisors and their teams.Schedule appointments based on financial advisors diaries.Meet daily, weekly, and monthly targets.Ability to communicate effectively with their niche clientele Contribute significantly to new business revenue.Key Qualifications:Proficient in both written and verbal communication.Ability to demonstrate great listening skills.Exceptional at building rapport with clients.Displays patience and empathy towards customers.Strong time management and organizational abilities.Comfortable working in fast-paced environments.Basic or advanced troubleshooting skills, depending on the role.Familiarity with common software and tools.In-depth understanding of the companys products and services.Specialized knowledge in the customer service area we focus on, such as Wealth portfolios, short-term insurance, financial services, and other relevant domains.Minimum Requirements: Matric Fluent in English 1 - 3 years experience in a similar environment Remuneration: Salary: R5 000 - R8 000 + Commission Working Hours: Monday - Friday, 8 am - 4.30 pm **Only Shortlisted candidates will be contacted**
https://www.jobplacements.com/Jobs/C/Call-Centre-Agent-Financial-Services-1197825-Job-Search-01-05-2026-00-00-00-AM.asp?sid=gumtree
12d
Job Placements
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We are looking for a Documentation Controller who thrives in a fast-paced export environment and takes pride in delivering compliant, accurate documentation within strict timeframes.As the Documentation Controller, you will be responsible for managing end-to-end export documentation processes, ensuring compliance and accuracy across every shipment.Your Duties Will Include:Opening shipment files on internal systems and uploading all supporting documentationAccurately capturing and maintaining consignee and shipment instructionsEnsuring that final file covers are received prior to vessel sailingSubmitting shipping instructions to shipping lines within required deadlinesPreparing, processing, and submitting export documentation including:PPECBsPhytosanitary certificatesCertificates of OriginEUR 1, Form A, and Cargo DuesEnsuring that completed documentation is correctly uploaded and available on systemsMaintaining accurate and up-to-date shipment records, including notes on costs and delaysCompleting additional invoice instructions, Form 7s, and related documentation within 30 days of vessel departureLiaising with clients to obtain all required documentation and provide guidance where neededCommunicating with third-party service providers, such as shipping lines, Customs, PPECB, Chambers, and courier partnersManaging documentation exceptions, queries, and escalations efficientlyAdhering strictly to documentation KPIs and service-level requirementsHandling a minimum annual volume of ±600 containers (complexity dependent)Qualifications & Experience:Grade 12 (essential)Diploma in Shipping, Clearing & Freight Forwarding, Logistics, Distribution, or a related field (advantageous)Minimum 2 years experience in Freight Forwarding and LogisticsProven experience handling export documentation, preferably wine and dry cargoAfter-hours availability is essentialSystems & Technical Skills:Working knowledge of Google Workspace and ExcelExperience with Inttra, Wine Online, and customs proceduresStrong ability to read, interpret, and verify shipping documentationFast learner with the ability to adapt to new systems and processesTraits & Competencies:Exceptional attention to detail and accuracyStrong organisational and time-management skillsResilient and able to perform under pressureProactive communicator with a client-service mindsetAble to manage multiple stakeholders in a dynamic, deadline-driven environmenthttps://www.jobplacements.com/Jobs/D/Documentation-Controller-Logistics-1250929-Job-Search-01-13-2026-00-00-00-AM.asp?sid=gumtree
5d
Job Placements
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This role focuses on originating new business, facilitating the transfer of existing home loans from other financial institutions, and delivering tailored home finance solutions supported by exceptional customer service throughout the application and approval processess.Key ResponsibilitiesLead Sourcing & Business DevelopmentProactively source potential home loan clients through both reactive and proactive prospecting methodsBuild and maintain a strong referral network with estate agents, bond originators, corporate partners, and direct clientsExecute referral campaigns and participate in outdoor, mall, and community marketing initiativesSupport brand visibility through social media engagement, corporate presentations, and wellness daysClient Needs Analysis & Pre-QualificationConduct thorough needs analysis using open-ended questioning to understand clients financial and emotional requirementsPre-qualify clients by assessing background information, credit health, and affordabilityIdentify potential financial challenges and propose appropriate solutionsMaintain accurate records of leads, interactions, and follow-upsProduct Matching & AdvisoryApply strong product knowledge to match suitable home finance solutions to client needsClearly explain application procedures and applicable credit criteriaProvide upfront guidance on requirements, documentation, and any potential complexitiesEnsure all supporting documents are accurate and completeApproval & Deal ClosureExplain final approval outcomes, including all terms and conditions, to clientsClearly summarise the benefits, features, and obligations of the approved home loan packageEnsure a smooth and professional closing processClient Relationship ManagementMaintain regular contact with clients throughout the application and approval journeyProvide timely updates and clear responses to client queriesMaintain post-approval contact to ensure ongoing satisfaction and request referralsApplication Capture & File ManagementAccurately complete and capture home loan applications in line with client needs and qualification criteriaCompile, verify, and submit complete application files ready for processingEnsure compliance with internal processes and credit requirements Experience & SkillsMatric qualificationOwn reliable vehicle and a valid drivers licenseClear credit record (no debt review or adverse listings)Minimum of 2 years proven success in sales conversionsExperience in proactive prospe
https://www.jobplacements.com/Jobs/P/Property-Finance-Consultant-1249407-Job-Search-1-9-2026-12-45-22-AM.asp?sid=gumtree
10d
Job Placements
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This role focuses on originating new business, facilitating the transfer of existing home loans from other financial institutions, and delivering tailored home finance solutions supported by exceptional customer service throughout the application and approval processess.Key ResponsibilitiesLead Sourcing & Business DevelopmentProactively source potential home loan clients through both reactive and proactive prospecting methodsBuild and maintain a strong referral network with estate agents, bond originators, corporate partners, and direct clientsExecute referral campaigns and participate in outdoor, mall, and community marketing initiativesSupport brand visibility through social media engagement, corporate presentations, and wellness daysClient Needs Analysis & Pre-QualificationConduct thorough needs analysis using open-ended questioning to understand clients financial and emotional requirementsPre-qualify clients by assessing background information, credit health, and affordabilityIdentify potential financial challenges and propose appropriate solutionsMaintain accurate records of leads, interactions, and follow-upsProduct Matching & AdvisoryApply strong product knowledge to match suitable home finance solutions to client needsClearly explain application procedures and applicable credit criteriaProvide upfront guidance on requirements, documentation, and any potential complexitiesEnsure all supporting documents are accurate and completeApproval & Deal ClosureExplain final approval outcomes, including all terms and conditions, to clientsClearly summarise the benefits, features, and obligations of the approved home loan packageEnsure a smooth and professional closing processClient Relationship ManagementMaintain regular contact with clients throughout the application and approval journeyProvide timely updates and clear responses to client queriesMaintain post-approval contact to ensure ongoing satisfaction and request referralsApplication Capture & File ManagementAccurately complete and capture home loan applications in line with client needs and qualification criteriaCompile, verify, and submit complete application files ready for processingEnsure compliance with internal processes and credit requirements Experience & SkillsMatric qualificationOwn reliable vehicle and a valid drivers licenseClear credit record (no debt review or adverse listings)Minimum of 2 years proven success in sales conversionsExperience in proactive prospe
https://www.jobplacements.com/Jobs/P/Property-Finance-Consultant-1249451-Job-Search-1-9-2026-12-45-50-AM.asp?sid=gumtree
10d
Job Placements
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Our client is a leading national consultancy, has a vacancy for a Health Consultant selling Medical Scheme, Health Insurance and Gap Cover products to (qualified) leads through the process of giving financial advice. (Start date February 2026 - this is an ongoing position with monthly intakes)We seek candidates who not only possess the necessary outbound call centre sales skills and experience but also resonate with our commitment to exceptional service but also share our commitment to enabling all South Africans to access and retain appropriate medical cover while saving them money.GENERAL REQUIREMENTSReliable and punctual, with excellent time managementProfessional demeanorOwn transportBe in good healthKEY FUNCTIONSEngage Telephonically and electronicallyNeeds analysis discussion and comparative quote preparationGive the best advice – recommend product that will meet the need of the client and protect the client against identified risksConversion of leads to Health ContractsOnline & telephonic capturing of saleFollow up sale with product house up to activationEmail relevant FAIS communication with clients up to confirmation of activated coverAdhere to all compliance standards and FAIS requirementsQUALIFICATIONS REQUIREDNational Senior Certificate (Grade 12)CMS accredited (not compulsory by advantageous)RE5 Certificate (not compulsory by advantageous)DOFA record from FSCA (not compulsory by advantageous)Inseta record with additional qualifications relevant to financial services industry (Wealth Management NQF level 5 advantageous)EXPERIENCE REQUIREDPrevious experience in Direct Marketing and Sales environmentMedical scheme advice and/or service experienceFinancial and Health Insurance experience (advantageous)Regulatory knowledge and compliance with FAIS and FICA legislation (advantageous)We want people who:Are passionate about helping others access meaningful health coverEmbrace our values of respect, integrity, and transparencyDemonstrate a collaborative approach and a positive, inclusive mindsetWant to grow within an organization that invests in its peopleAre ready to challenge outdated models and drive positive change in the health marketIf you do not hear from us within 14 days, please consider your application for this role unsuccessful. By submitting your application for this position, you consent to the retention of your personal information in our database for future employment opportunities. You also grant permission for your details to be reviewed by third parties solely for recruitment and employmen
https://www.jobplacements.com/Jobs/O/Outbound-Sales-Call-Centre-Medical-Insurance-1251848-Job-Search-01-15-2026-02-00-15-AM.asp?sid=gumtree
3d
Job Placements
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Outbound Sales AgentDrive growth in a new Cape Town branch within the medical devices and healthcare spaceCape Town | Medical Devices & Healthcare | Salary R20 000 + commission + fuelAbout Our ClientOur client operates in the medical devices and healthcare support space, specialising in respiratory care solutions. They provide high-quality medical equipment and nationwide service, supplying both private individuals and institutions with products such as oxygen concentrators, oxygen cylinders, CPAP equipment, and related consumables. The business is launching a new Cape Town branch, offering the opportunity to play a key role in building regional presence with strong performance-based earning potential.The Role: Outbound Sales AgentThis role is focused on outbound, field-based sales and new business development within the healthcare sector. The successful candidate will be responsible for building referral networks, promoting respiratory care products, and growing market share across Cape Town through daily face-to-face engagement with healthcare professionals and organisations.Key ResponsibilitiesMinimum of 23 years outbound or field sales experience, preferably in healthcare or medical-related environmentsProactively generate new leads and sales opportunities through consistent outbound activityConduct daily visits to healthcare-related referral and customer channels including doctors, clinics, hospitals, retirement and frail care facilities, home nursing agencies, physiotherapy practices, medical equipment retailers, pharmacies, rehabilitation centres, and emergency medical service providersBuild and maintain strong relationships with healthcare decision-makers, practice managers, and procurement teamsDevelop and manage referral pipelines to ensure ongoing patient and client leadsPromote and educate stakeholders on respiratory care products including oxygen concentrators, oxygen cylinders, CPAP equipment, and consumablesEstablish brand awareness and credibility in the Cape Town healthcare marketMeet agreed weekly and monthly sales targets and KPIsMaintain accurate records of visits, leads, follow-ups, and sales activityProvide regular reporting and feedback to managementSupport marketing initiatives through on-the-ground executionAbout YouMinimum of 23 years proven outbound or field sales experienceStrong relationship
https://www.jobplacements.com/Jobs/O/Outbound-Sales-Agent-1252705-Job-Search-1-16-2026-9-28-59-AM.asp?sid=gumtree
2d
Job Placements
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Role OverviewThe purpose of this role is to maintain existing customer relationships while actively expanding the client base. Youll be responsible for driving sales initiatives, identifying new opportunities, and executing the sales strategy within your region(s) of responsibility.This role requires significant time spent in the field, engaging directly with clients and prospects.Key ResponsibilitiesDrive and deliver against agreed sales strategies, targets, and growth initiatives.Build, manage, and grow strong relationships with existing and prospective customers.Identify and secure new business opportunities across all service offerings.Analyse competitor activity and provide market insights to support strategy.Actively market products and services, positioning value-added solutions.Collaborate with internal departments to improve service delivery and client satisfaction.Maintain high levels of customer service and provide regular feedback on client experience.Support customer service teams during peak operational periods when required.Travel locally and, where applicable, internationally within the Southern African region.Qualifications & ExperienceMinimum 5 years experience in a Sales Executive / Business Development role within freight forwarding (air, road, express, mail).Exposure to GSA and/or airline industry sales will be highly advantageous.Diploma or Certificate-level qualification (minimum).Strong understanding of air freight, express, road, and mail movements.Proven track record in relationship development and revenue growth.Key CompetenciesSelf-starter with strong drive and disciplineExcellent interpersonal and communication skillsConfident negotiator with strong commercial acumenAnalytical and market-awareProfessional, presentable, and able to engage at all levels
https://www.jobplacements.com/Jobs/S/Sales-Executive-Cape-Town-1250236-Job-Search-01-12-2026-04-03-20-AM.asp?sid=gumtree
6d
Job Placements
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This role focuses on originating new business, facilitating the transfer of existing home loans from other financial institutions, and delivering tailored home finance solutions supported by exceptional customer service throughout the application and approval processess.Key ResponsibilitiesLead Sourcing & Business DevelopmentProactively source potential home loan clients through both reactive and proactive prospecting methodsBuild and maintain a strong referral network with estate agents, bond originators, corporate partners, and direct clientsExecute referral campaigns and participate in outdoor, mall, and community marketing initiativesSupport brand visibility through social media engagement, corporate presentations, and wellness daysClient Needs Analysis & Pre-QualificationConduct thorough needs analysis using open-ended questioning to understand clients financial and emotional requirementsPre-qualify clients by assessing background information, credit health, and affordabilityIdentify potential financial challenges and propose appropriate solutionsMaintain accurate records of leads, interactions, and follow-upsProduct Matching & AdvisoryApply strong product knowledge to match suitable home finance solutions to client needsClearly explain application procedures and applicable credit criteriaProvide upfront guidance on requirements, documentation, and any potential complexitiesEnsure all supporting documents are accurate and completeApproval & Deal ClosureExplain final approval outcomes, including all terms and conditions, to clientsClearly summarise the benefits, features, and obligations of the approved home loan packageEnsure a smooth and professional closing processClient Relationship ManagementMaintain regular contact with clients throughout the application and approval journeyProvide timely updates and clear responses to client queriesMaintain post-approval contact to ensure ongoing satisfaction and request referralsApplication Capture & File ManagementAccurately complete and capture home loan applications in line with client needs and qualification criteriaCompile, verify, and submit complete application files ready for processingEnsure compliance with internal processes and credit requirements Experience & SkillsMatric qualificationOwn reliable vehicle and a valid drivers licenseClear credit record (no debt review or adverse listings)Minimum of 2 years proven success in sales conversionsExperience in proactive prospe
https://www.jobplacements.com/Jobs/P/Property-Finance-Consultant-1249406-Job-Search-1-9-2026-12-45-02-AM.asp?sid=gumtree
10d
Job Placements
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