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Personal Finance Manager at Max Recruitment

Max Recruitment
April 10, 2026
Full-time
On-site
QUALIFICATION AND EXPERIENCE:


Computer skills
At least 2 years work experience in a financial or similar institution doing direct sales.
A proven track record of assisting clients who are distressed
A passion for problem solving and a solution focused attitude
Existing Database will be an advantage


MAIN PURPOSE OF THE JOB:


To offer and enable the Sales Products to customers, through facilitating conversations that enable customers to deal with their debt in a responsible manner.
Sourcing of potential clients through a combination of client referrals, marketing initiatives, promotion and identification of client needs and presenting financial solutions/options to clients.
To ensure standards pertaining to marketing and customer service are exceeded and that every opportunity of selling a variety of products to a customer is maximized.


SALARY: R8 000.00 - 10 000.00 Depending on current salary package