Sales Representative - Financial Services

Placements24; Queenstown; Hybrid; NZD 38,000 - 51,000; Full time

Benefits offered by this job

Commission and bonus structure

Medical aid

Retirement fund

Training opportunities

Career progression

Mentorship

Job summary

Placements24 is seeking a client-focused Sales Representative in Queenstown to advise on investments, insurance and wealth management, while growing a proactive client base. You will manage portfolios, drive sales growth and ensure compliant, ethical service.

The role requires 3+ years in financial services sales, strong communication skills and a track record of meeting targets. Based in Queenstown, Eastern Cape, with opportunities for professional development.

Qualifications

• Minimum of 3 years of experience in sales within financial services or insurance.
• Proven track record of meeting and exceeding sales targets.
• Excellent communication, interpersonal and negotiation skills.
• Strong understanding of financial markets, investments, insurance and wealth management.

Responsibilities

• Develop and maintain strong relationships with a diverse client base in Queenstown and surrounding areas.
• Advise clients on a range of financial products including investments, insurance and retirement planning solutions.
• Identify client needs and recommend suitable financial strategies and products to help them achieve financial goals.
• Generate new business through prospecting, networking and referrals.
• Achieve and exceed individual sales targets for financial products and services.
• Ensure compliance with relevant financial regulations and company policies.
• Conduct regular reviews with clients to assess portfolio performance and adjust as needed.
• Prepare and present financial proposals and reports to clients.
• Stay informed about market trends, economic conditions and new financial products.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.

Skills

Relationship building

Communication

Negotiation

Sales acumen

CRM software

Financial products

Portfolio management

Education

RE5/NQF Level 5 finance qualification

Tools

CRM software

Financial planning tools

Job description

About the Role

Our client, a reputable provider of financial services and investment products, is seeking a motivated and client-focused Sales Representative to join their team in Queenstown, Eastern Cape. This role is perfect for an individual with a passion for finance and a talent for building trust and relationships with clients. You will be responsible for advising clients on suitable financial products, managing their portfolios, and driving sales growth within the Queenstown area. The ideal candidate possesses excellent communication and interpersonal skills, a strong understanding of financial markets, and a commitment to ethical client service. You will work closely with clients to understand their financial goals and recommend tailored solutions, including investments, insurance, and wealth management services. This position offers a fantastic opportunity to build a rewarding career in the financial services industry, with ample scope for professional development and advancement. We are looking for an ambitious and organized individual who can manage a client base effectively and contribute to the continued success of our client's operations in the Eastern Cape. Your dedication to client satisfaction and your ability to explain complex financial concepts clearly will be essential. This role requires adherence to regulatory standards and a commitment to maintaining client confidentiality.

Key Responsibilities

• Develop and maintain strong relationships with a diverse client base in Queenstown and surrounding areas.
• Advise clients on a range of financial products, including investments, insurance, and retirement planning solutions.
• Identify client needs and recommend suitable financial strategies and products to help them achieve their financial goals.
• Generate new business through proactive prospecting, networking, and referrals.
• Achieve and exceed individual sales targets for financial products and services.
• Ensure compliance with all relevant financial regulations and company policies.
• Conduct regular reviews with clients to assess their portfolio performance and make necessary adjustments.
• Prepare and present financial proposals and reports to clients.
• Stay informed about market trends, economic conditions, and new financial products.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.

Requirements

• Minimum of 3 years of experience in sales, preferably within the financial services or insurance industry.
• A relevant financial qualification (e.g., RE5, NQF Level 5) is essential.
• Proven track record of meeting and exceeding sales targets.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of financial markets, investment products, and wealth management principles.
• Ability to build rapport and trust with clients from various backgrounds.
• Proficiency in CRM software and financial planning tools.
• Self-motivated, organized, and capable of managing a client portfolio effectively.
• Must be based in or able to commute to Queenstown, Eastern Cape.
• A strong commitment to ethical conduct and client confidentiality is paramount.

Benefits

• Competitive base salary with an attractive commission and bonus structure.
• Comprehensive medical aid and retirement fund benefits.
• Extensive training and professional development opportunities.
• Career progression within a well-established financial services firm.
• Supportive team environment and mentorship from experienced professionals.
• Opportunity to make a real difference in clients' financial lives.
• Work within a reputable organization known for its client-centric approach.
• Regular performance incentives and rewards.
• Be a key player in the financial sector of the Eastern Cape.
• Flexible working arrangements within Queenstown to support work-life balance.