Client-Focused Financial Services Advisor

Placements24; Riverton (UT); On-site; USD 11,000 - 22,000; Full time

Benefits offered by this job

Competitive salary

Medical aid

Retirement fund

Professional development

Generous leave

Performance incentives

Job summary

Placements24 is seeking a driven Sales Representative for our client, a established financial services firm, in Upington. You will deliver expert advice on investments, insurance, and wealth management while building lasting client relationships.

You will assess client goals, present tailored strategies, and help clients achieve financial security. Strong communication, market knowledge, and ethical conduct are essential; local travel may be required.

Qualifications

• Proven sales experience in financial services.
• Strong knowledge of financial markets and products.
• Excellent communication and relationship management.

Responsibilities

• Develop and maintain a portfolio of clients with comprehensive financial advice.
• Promote and sell financial products including investments, insurance, and retirement planning solutions.
• Assess clients' financial needs, risk tolerance and goals to provide personalized recommendations.
• Build and nurture long-term relationships with clients and ensure ongoing satisfaction.
• Achieve and exceed individual sales targets for various financial products.
• Stay up-to-date with market trends, regulations and product offerings.
• Conduct regular reviews with clients to monitor progress and adjust strategies.

Skills

Sales experience

Financial markets

Communication skills

Negotiation skills

CRM software

Education

Financial planning certification

Tools

CRM systems

Financial planning software

Job description

Placements24 is seeking a driven Sales Representative for our client, a established financial services firm, in Upington. You will deliver expert advice on investments, insurance, and wealth management while building lasting client relationships.

You will assess client goals, present tailored strategies, and help clients achieve financial security. Strong communication, market knowledge, and ethical conduct are essential; local travel may be required.