Hybrid Sales Consultant: Financial Solutions & Wealth

Placements24; Southampton; Hybrid; GBP 13.000 - 24.000; Vollzeit

Benefits dieser Stelle

Medical aid

Provident fund

Professional development opportunities

Hybrid role

Zusammenfassung

Placements24 is seeking a Sales Consultant for a Randburg-based role in financial services. You will advise clients on investments, insurance, and wealth management, helping them achieve their financial goals.

In this hybrid position, you will identify prospects, assess needs, and deliver tailored financial solutions while maintaining high ethical standards and regulatory compliance. The role offers a competitive base plus commission and growth opportunities.

Qualifikationen

• Proven experience in sales within financial services (banking/insurance/wealth management).
• Excellent communication, negotiation and interpersonal skills.
• Strong understanding of financial products and markets.

Aufgaben

• Proactively identify and engage with potential clients to understand their financial needs and objectives.
• Provide expert advice and present tailored financial solutions, including investments, insurance, and retirement planning.
• Build and maintain trust-based relationships with clients, ensuring satisfaction and retention.

Kenntnisse

Sales experience

Communication skills

Financial product knowledge

Interpersonal skills

Ethical conduct

Ausbildung

Financial planning certification (asset)

Tools

CRM software

Financial planning software

Jobbeschreibung

Placements24 is seeking a Sales Consultant for a Randburg-based role in financial services. You will advise clients on investments, insurance, and wealth management, helping them achieve their financial goals.

In this hybrid position, you will identify prospects, assess needs, and deliver tailored financial solutions while maintaining high ethical standards and regulatory compliance. The role offers a competitive base plus commission and growth opportunities.