Business Consultant: Risk

Pivot Services; Cape Town; On-site; ZAR 300,000 - 460,000; Full time

Job summary

Pivot Services is seeking a service-driven Business Consultant to grow a base of Life Assurance intermediaries in Cape Town. The role emphasizes building lasting relationships, supporting advisers with quotes and benefits, and ensuring adherence to TCF across all client interactions.

The ideal candidate holds Matric and a relevant degree, with 2+ years in financial services or Life Assurance in sales or service.

Qualifications

• Matric or equivalent.
• Bachelor’s degree or national diploma required.
• NQF 5 Wealth Management or RFP 3 would be advantageous.
• At least 2 years’ experience in financial services or Life Assurance in a sales or service role.

Responsibilities

• Support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
• Maintain constant communication and feedback to advisers regarding intermediaries operations.
• Plan, organise and control liaisons with intermediaries and their managers.
• Ensure continuous improvement of service standards to clients.
• Ensure alignment to Treating Customers Fairly (TCF) in all business practices.

Skills

Business development

Relationship management

Client service

TCF compliance

Education

Matric

Bachelor’s degree / national diploma

NQF 5 Wealth Management / RFP 3 advantageous

Job description

Cape Town North, Western Cape, South Africa

Added: 27 October 2026 Listing date: Not supplied

Verified listing Employer, application source and closing date checked before publication.

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About the Role

PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Business Consultant must work with and through others to build and maintain relationships.

Key Responsibilities

• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information. - Constant communication and feedback to advisers relating to all aspects of intermediaries operations. - To plan, organise and control liaisons with intermediaries, their managers. - To ensure continuous improvement of service standards to clients. - To ensure alignment to Treating Customers Fairly (TCF), in all business practices.

Qualifications and Experience

• Qualification: - Matric. - A three year or higher bachelor’s degree or national diploma. - A completed NQF 5 – Wealth Management or RFP 3 would be advantageous. - Experience: - At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role.
• At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role.

R49 per year · Renews annually until cancelled

• Matched alerts
• Application tracking
• Follow-up reminders