Sales Consultant - Financial Services

Placements24; Southampton; Hybrid; GBP 13,000 - 24,000; Full time

Benefits offered by this job

Medical aid

Provident fund

Professional development opportunities

Hybrid role

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Sales experience

Communication skills

Financial product knowledge

Interpersonal skills

Ethical conduct

Education

Financial planning certification (asset)

Tools

CRM software

Financial planning software

Job description

About the Role

Our client, a reputable financial services institution, is seeking a driven and client-focused Sales Consultant to join their team. This role is based in the bustling commercial hub of Randburg, Gauteng , and is instrumental in expanding the client's portfolio through expert advice and tailored financial solutions. The ideal candidate will have a solid understanding of financial products, exceptional interpersonal skills, and a passion for helping clients achieve their financial goals. You will be responsible for client acquisition, needs analysis, and providing comprehensive guidance on investment, insurance, and wealth management services. Our client is dedicated to fostering a culture of integrity, professionalism, and continuous learning, offering significant growth opportunities.

Key Responsibilities

• 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 strong, trust-based relationships with clients, ensuring their satisfaction and retention.
• Manage the sales process from initial contact through to closing, ensuring all regulatory requirements are met.
• Achieve and exceed individual sales targets and contribute to team objectives.
• Stay up-to-date with market trends, financial products, and regulatory changes.
• Collaborate with internal specialists and support teams to deliver comprehensive client service.
• Conduct regular follow-ups and client reviews to ensure ongoing satisfaction and identify opportunities for additional services.
• Represent the company professionally and ethically in all client interactions.

Requirements

• Proven experience in sales, preferably within the financial services sector (e.g., banking, insurance, wealth management).
• Excellent communication, negotiation, and interpersonal skills.
• Strong understanding of financial products and markets.
• Ability to build rapport and trust with clients effectively.
• Client-centric approach with a commitment to ethical conduct.
• Relevant certifications or qualifications in financial planning are a strong asset.
• Must be able to work effectively in a hybrid model, based in or commuting to Randburg, Gauteng .
• Proficiency in relevant CRM and financial planning software.

Benefits

Our client offers a competitive base salary with an attractive commission and bonus structure. Comprehensive benefits include medical aid, a provident fund, and ongoing professional development and training opportunities. You will work in a dynamic and supportive environment with a focus on client success and career growth. This hybrid role based in Randburg, Gauteng offers a blend of autonomy and team collaboration, providing excellent exposure to the financial services industry.