Financial Services Biz Consultant – Intermediaries

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

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.