Remote Financial Solutions Consultant

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

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.