Hybrid Financial Sales Pro: Growth, Training & Bonuses

Placements24; Waukee (IA); Hybrid; USD 22,000 - 29,000; Full time

Benefits offered by this job

Salary + commission

Medical aid

Retirement fund contributions

Career growth

Training programs

Supportive team

Hybrid work model

Bonuses

Job summary

Placements24 is seeking a Mid-Level Sales Representative to join a growing financial services team in Paarl. You will identify potential clients, analyze their financial needs, and present tailored solutions to drive growth.

This hybrid role combines in-office collaboration with flexible remote work, supported by comprehensive training and a proactive, customer-centric team environment.

Qualifications

• Previous experience in sales or customer service is required.
• Proven ability to meet sales targets and drive acquisition.
• Excellent interpersonal and communication skills.
• Strong organizational and time-management skills.
• Proficiency in CRM software and MS Office Suite.
• Hybrid work capability and independent working style.
• Tertiary qualification is advantageous.

Responsibilities

• Engage with prospective clients to understand financial goals and needs.
• Present and explain features and benefits of financial products.
• Develop and maintain client relationships for loyalty and satisfaction.
• Manage a sales pipeline, track leads, and follow up to convert prospects.
• Collaborate with internal teams to ensure seamless service delivery.
• Meet and exceed individual and team sales targets.
• Participate in team meetings and training, both in-office and remotely.
• Stay updated on market trends and competitors in financial services.
• Prepare and present sales reports as required.

Skills

Sales experience

Customer service

Interpersonal skills

Communication skills

Time management

Problem solving

Team collaboration

Hybrid work adaptability

Education

Relevant tertiary qualification

Tools

CRM software

MS Office

Job description

Placements24 is seeking a Mid-Level Sales Representative to join a growing financial services team in Paarl. You will identify potential clients, analyze their financial needs, and present tailored solutions to drive growth.

This hybrid role combines in-office collaboration with flexible remote work, supported by comprehensive training and a proactive, customer-centric team environment.