Field Sales Consultant - Financial Services

Placements24; Queenstown; Hybrid; NZD 124,000 - 213,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Flexible work hours

Extensive training & certifications

Career advancement opportunities

Remote work tools & support

Work-life balance

Job summary

Placements24 is seeking a Field Sales Consultant to join a fully remote team serving clients across South Africa. You will conduct virtual meetings, assess financial goals, and present investments, insurance and wealth management solutions.

A strong track record in sales and deep financial product knowledge are key. You will build trusted relationships, develop tailored plans, and guide clients through onboarding while staying informed on market trends and regulatory changes.

Qualifications

• Minimum 3–5 years in financial advisory or related client-facing sales roles.
• Proven track record of meeting/exceeding sales targets and growing a client base.
• Strong knowledge of investment, insurance, retirement planning and wealth management concepts.

Responsibilities

• Conduct virtual client consultations to assess needs and goals.
• Present a broad range of financial services and wealth solutions.
• Develop personalized financial plans and recommendations.
• Maintain long-term client relationships through regular virtual follow-ups.
• Guide clients through onboarding and account setup.
• Stay updated on market trends and regulatory changes.

Skills

Client relationship building

Sales targets

Financial products knowledge

CRM proficiency

Virtual consultations

Tools

CRM software (Salesforce)

Video conferencing

Job description

About the Role

Our client, a distinguished financial services firm, is actively seeking a dedicated and client-focused Field Sales Consultant to join their expanding remote team. This is a fully remote position designed for individuals who excel in building trusted relationships and providing tailored financial solutions to clients across South Africa. You will be responsible for meeting clients virtually, understanding their financial goals, and presenting a comprehensive range of investment, insurance, and wealth management products. The ideal candidate possesses a strong understanding of financial markets, excellent interpersonal and communication skills, and a proven ability to guide clients towards achieving their financial objectives. This role offers the ultimate flexibility, allowing you to work from the comfort of your home office while making a significant impact on clients' financial well-being. We are committed to empowering our remote team with the tools and support needed to succeed.

Key Responsibilities

• Conduct virtual client consultations to assess financial needs, understand investment goals, and identify appropriate financial products.
• Present and explain a diverse portfolio of financial services, including investment plans, retirement solutions, insurance policies, and wealth management strategies.
• Develop personalized financial plans and recommendations tailored to individual client circumstances and objectives.
• Build and maintain strong, long-term relationships with clients through regular virtual follow-ups and proactive communication.
• Guide clients through the application and onboarding process, ensuring a smooth and efficient experience.
• Stay informed about market trends, economic conditions, and regulatory changes affecting the financial services industry.
• Achieve and exceed individual sales targets and client acquisition goals.
• Collaborate with internal support teams to address client inquiries and resolve any issues promptly.
• Adhere strictly to compliance regulations and ethical standards in all client interactions.
• Continuously enhance product knowledge and sales techniques through ongoing training and professional development.

Requirements

• Minimum of 3-5 years of experience in financial advisory, sales, or a related client-facing role within the financial services industry.
• Proven track record of meeting or exceeding sales targets and building a strong client base.
• Excellent knowledge of investment products, insurance, retirement planning, and wealth management principles.
• Exceptional communication, listening, and interpersonal skills, with the ability to build rapport and trust virtually.
• Proficiency in using virtual meeting platforms (e.g., Zoom, Microsoft Teams) and CRM software.
• Strong analytical and problem-solving abilities.
• Relevant financial certifications (e.g., RE5, CFP) are highly desirable.
• Ability to work independently and manage your time effectively in a remote setting.
• Must have a reliable internet connection and a professional home office setup.
• High level of integrity and commitment to ethical conduct.

Benefits

• Competitive base salary with an uncapped commission structure, offering significant earning potential.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with company matching.
• Paid time off and flexible work hours.
• Extensive training programs and support for obtaining industry certifications.
• Opportunities for career advancement within a leading financial services organization.
• A supportive remote work environment with access to cutting-edge digital tools.
• Work-life balance with the flexibility of a fully remote role.