Field Sales Consultant - Financial Services

Placements24; United States; Hybrid; USD 11,000 - 18,000; Full time

Benefits offered by this job

Base salary + bonus

Training support

Career progression

Health insurance

Hybrid work model

Professional development

Networking opportunities

Empowerment

Job summary

Placements24 in Welkom, Free State, is seeking a Field Sales Consultant to grow our client base in the financial services sector. You will meet clients, assess needs, and tailor solutions across investments, insurance, and wealth management, while building lasting relationships.

The role blends field visits with office work, requiring strong communication, self-motivation, and the ability to manage time effectively to hit monthly targets and contribute to business growth within the region.

Qualifications

• Proven sales experience in financial services or related field.
• Knowledge of investments, insurance and retirement planning.
• Strong communication and client-facing skills.
• RE 1 or NQF Level 4 qualifications are advantageous.

Responsibilities

• Prospect for new clients through referrals, networking and community engagement.
• Conduct financial needs analyses for individuals and businesses.
• Present and explain investments, insurance and retirement products.
• Develop personalized financial strategies to meet client goals.
• Maintain long-term client relationships through regular contact.
• Meet monthly and quarterly sales targets for new business.

Skills

Sales experience

Financial products knowledge

Interpersonal skills

Negotiation

CRM proficiency

Education

RE 1 or NQF Level 4 (finance)

Tools

MS Office

Financial planning software

CRM systems

Job description

About the Role

Our client, a prominent financial services institution, is seeking a motivated Field Sales Consultant to join their team in Welkom, Free State. This role involves engaging with potential clients, understanding their financial goals, and offering tailored solutions in investments, insurance, and wealth management. As a Field Sales Consultant, you will be responsible for building and nurturing a client base within the Welkom community and surrounding areas. This hybrid role requires a blend of in-person client meetings, networking events, and office-based administrative tasks. The ideal candidate will possess excellent interpersonal skills, a strong understanding of financial products, and a commitment to providing exceptional client service. You will represent our client with integrity and professionalism, helping individuals and businesses achieve their financial objectives. This is a crucial role for driving business growth and deepening client relationships in the Free State.

Key Responsibilities

• Prospect for new clients through various channels, including referrals, networking, and community engagement.
• Conduct thorough financial needs analyses for individuals and businesses.
• Present and explain a range of financial products and services, including investments, insurance policies, and retirement plans.
• Develop personalized financial strategies to meet client objectives.
• Build and maintain strong, long-term relationships with clients through regular communication and service.
• Achieve and exceed monthly and quarterly sales targets for new business acquisition.
• Stay current with market trends, regulatory changes, and product offerings in the financial services industry.
• Collaborate with internal teams to ensure seamless client onboarding and ongoing support.
• Prepare accurate financial proposals and client documentation.
• Maintain client records and sales activities in the CRM system.

Requirements

• Proven experience in sales, preferably within the financial services sector.
• A strong understanding of financial products such as investments, insurance, and retirement planning.
• Excellent communication, negotiation, and interpersonal skills.
• Demonstrated ability to build and maintain client relationships.
• Relevant financial qualifications (e.g., RE 1, NQF Level 4) are highly advantageous.
• A clean credit and criminal record.
• Proficiency in MS Office and financial planning software.
• Ability to work independently and manage time effectively.
• A valid driver's license and access to a reliable vehicle are essential for client visits.
• Commitment to ethical conduct and client confidentiality.

Benefits

• Competitive base salary with attractive commission and bonus structures.
• Comprehensive training and support for relevant industry qualifications.
• Opportunities for career progression within a reputable financial institution.
• Health insurance and retirement savings plan options.
• A hybrid work model that balances client-facing activities with administrative tasks.
• Professional development opportunities and continuous learning support.
• Access to a strong network of financial professionals.
• Be part of a company committed to financial empowerment.