About the position
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? You're a driven self-starter who thrives in a fast-paced, performance-led environment. You've got strong relationship-building skills, a commercial mindset, and a passion for delivering high-touch service. You believe in "work-life harmony", flexible and responsive, not stuck in a rigid 8-to-5 frame. You're someone who takes ownership, follows through, and never backs down from a challenge. Selling comes naturally to you, and you don't buy into the idea that Cape Town is a tough market. You're hungry to grow and excited to be part of a team that's all about making an impact. What you'll be doing (and why you'll enjoy it) Reporting to the Regional Manager, you'll 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. You'll build long-term relationships, identify opportunities, and play a key role in delivering standout advice to your clients. Where you'll be doing it You'll join a dynamic, independently owned financial broker that's 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 you'll 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. You're results-focused, understand operational processes, and have the emotional intelligence to build trust with clients and colleagues alike. What you'll get A competitive package with benefits, commission, and the support of a driven leadership team. You'll 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 [Phone Number Removed]; or send your CV to [Email Address Removed] -
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Desired Skills:
- healthcare benefits consulting
- retirement consulting
- EB consulting
- sales driven
Desired Work Experience:
- 5 to 10 years
Desired Qualification Level:
- Certificate
