Sales Representative - Financial Services (Investment Products)

Placements24; Watnall; On-site; GBP 35,000 - 65,000; Full time

Benefits offered by this job

Competitive base salary withcommission

Medical benefits

Retirement plan

Professional development

Career progression opportunities

Industry training

Job summary

Placements24 is seeking a driven Sales Representative for a reputable financial institution in Kimberley. You will build client relationships and promote investment solutions to individuals and institutions, leveraging market insight to tailor portfolios.

The role requires 3+ years in financial services sales, target-driven performance, strong communication, and proficiency with CRM tools. Travel within the Kimberley area and adherence to regulatory standards are expected.

Qualifications

• 3+ years in sales within financial services, focused on investments.

Responsibilities

• Develop and implement sales strategies for investment products.

Skills

Sales experience

Financial services

Investment products

Target achievement

Communication

Negotiation

CRM systems

Financial planning

Self-motivated

Driver's license

Education

RE5

Wealth Management

Tools

CRM systems

Financial planning software

Investment research tools

Job description

About the Role

Our client, a reputable financial institution, is actively seeking a driven and knowledgeable Sales Representative to join their investment products division in **Kimberley**. This role focuses on building client relationships and promoting a range of investment solutions to individual and institutional clients. The ideal candidate will possess a strong understanding of financial markets, investment products, and a proven ability to advise clients effectively. You will be responsible for generating new business, managing existing client portfolios, and ensuring that clients' financial goals are met through appropriate investment strategies. This is an excellent opportunity to advance your career in the financial services sector within **Kimberley**, working with a company that values expertise and client success. You will play a key role in helping clients achieve their financial aspirations.

Key Responsibilities

• Develop and implement sales strategies to promote and sell investment products to new and existing clients.
• Conduct financial needs analyses for clients and recommend suitable investment solutions.
• Build and maintain strong relationships with clients, providing ongoing support and market updates.
• Generate new leads through networking, referrals, and proactive outreach.
• Achieve and exceed monthly and quarterly sales targets for investment products.
• Stay up-to-date with market trends, economic conditions, and new financial products.
• Ensure compliance with all regulatory requirements and company policies.
• Prepare and present investment proposals and performance reports to clients.
• Collaborate with internal teams to ensure seamless client onboarding and service delivery.
• Provide exceptional customer service and financial advice to clients.

Requirements

• Proven experience (3+ years) in sales, preferably within the financial services industry, with a focus on investment products.
• Demonstrated success in meeting and exceeding sales targets.
• Strong knowledge of financial markets, investment vehicles (e.g., unit trusts, equities, bonds), and financial planning principles.
• Excellent communication, presentation, and negotiation skills.
• Ability to build rapport and trust with clients.
• Relevant financial qualifications (e.g., RE5, NQF Level 5 in Wealth Management) are highly desirable.
• Proficiency in using financial planning software and CRM systems.
• Self-motivated, results-oriented, and able to work independently.
• Valid driver's license and willingness to travel within the **Kimberley** area.
• A high level of integrity and ethical conduct.

Benefits

• Competitive base salary with attractive commission and bonus structures.
• Comprehensive medical aid and retirement fund benefits.
• Opportunities for continuous professional development and advanced certifications.
• Supportive team environment with access to experienced financial advisors.
• Generous annual leave and holiday entitlements.
• Potential for career growth within a leading financial institution.
• Access to cutting-edge investment research and tools.
• Performance recognition programs.
• Be part of a company dedicated to financial well-being and client success.
• Regular industry training and workshops.