Sales Consultant - Financial Services

Placements24; Kimberley; Hybrid; CAD 48,000 - 72,000; Full time

Benefits offered by this job

Competitive base salary + commission

Medical and retirement benefits

Extensive training & mentoring

Career growth opportunities

Job summary

Placements24 is seeking a Sales Consultant in Kimberley to advise clients on financial products and solutions, assess goals, and tailor strategies to help them reach long-term financial success. You will build trust, provide expert guidance, and manage client relationships for lasting loyalty.

The role covers investments, insurance, retirement planning, and staying current with market trends and regulatory changes.

Qualifications

• Proven experience in sales or client advisory roles, preferably in financial services.
• Strong understanding of financial markets, investment products, and retirement planning.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly.
• High ethical standards and a commitment to client best interests.

Responsibilities

• Assess clients' financial needs, goals, and risk tolerance.
• Recommend and explain suitable financial products and services, such as investments, insurance, and retirement plans.
• Develop personalized financial plans and strategies for clients.
• Build and maintain strong, long-lasting client relationships based on trust and expertise.
• Stay updated on market trends, financial regulations, and new product offerings.
• Achieve and exceed individual sales targets and contribute to team objectives.

Skills

Sales experience

Client advisory

Communication skills

Financial knowledge

Independent client portfolio

Education

FAIS certification

CFP certification

Job description

About the Role

Our client, a reputable firm in the Financial Services sector, is seeking a dedicated Sales Consultant to join their team in Kimberley . This role focuses on advising clients on financial products and solutions, understanding their financial goals, and helping them achieve these through tailored strategies. You will be responsible for building trust, providing expert financial guidance, and managing client relationships to ensure long-term satisfaction and loyalty. This is an excellent opportunity for individuals passionate about finance and client advisory services.

Key Responsibilities

• Assess clients' financial needs, goals, and risk tolerance.
• Recommend and explain suitable financial products and services, such as investments, insurance, and retirement plans.
• Develop personalized financial plans and strategies for clients.
• Build and maintain strong, long-lasting client relationships based on trust and expertise.
• Stay updated on market trends, financial regulations, and new product offerings.
• Achieve and exceed individual sales targets and contribute to team objectives.

Requirements

• Proven experience in sales or client advisory roles, preferably in financial services.
• Strong understanding of financial markets, investment products, and retirement planning.
• Excellent communication and interpersonal skills , with the ability to explain complex financial concepts clearly.
• High ethical standards and a commitment to client best interests.
• Ability to work independently and manage a client portfolio.
• Relevant industry certifications (e.g., FAIS, CFP) are highly desirable.

Benefits

• Competitive base salary plus attractive commission and bonus structure.
• Comprehensive medical and retirement benefits.
• Extensive training and professional development opportunities.
• Supportive team environment and mentorship.
• Career growth potential within the financial services industry.