Sales Representative - Financial Services

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

About the Role

Our client, a well-established financial services firm, is seeking a driven and customer-focused Sales Representative to join their team in Upington, Northern Cape . This role involves providing clients with expert advice on a range of financial products and services, including investments, insurance, and wealth management solutions. You will be responsible for building strong relationships with clients, understanding their financial goals, and recommending tailored strategies to help them achieve financial security and growth. The ideal candidate will possess excellent communication and interpersonal skills, a solid understanding of financial markets, and a commitment to ethical conduct. This is an excellent opportunity to build a rewarding career in financial services, serving a diverse client base in the region. You will be empowered to help individuals and families make informed financial decisions, contributing to their long-term prosperity. The role demands a professional approach and a dedication to client success.

Key Responsibilities

• Develop and maintain a portfolio of clients, providing comprehensive financial advice.
• Promote and sell financial products and services, including investment opportunities, insurance policies, and retirement planning solutions.
• Assess clients' financial needs, risk tolerance, and goals to provide personalized recommendations.
• Build and nurture long-term relationships with clients, ensuring their ongoing satisfaction.
• Achieve and exceed individual sales targets for various financial products.
• Stay up-to-date with market trends, financial regulations, and new product offerings.
• Conduct regular reviews with clients to monitor their financial progress and adjust strategies as needed.
• Ensure compliance with all industry regulations and company policies.
• Collaborate with internal support teams to facilitate client transactions and services.
• Represent the company professionally in client interactions and community engagement.

Requirements

• Proven experience in sales, preferably within the financial services industry (e.g., banking, insurance, investments).
• A relevant qualification or certification in financial planning or a related field is highly desirable.
• Strong understanding of financial markets, investment principles, and insurance products.
• Excellent communication, negotiation, and client relationship management skills.
• Ability to explain complex financial concepts in a clear and understandable manner.
• High ethical standards and a commitment to client confidentiality.
• Self-motivated with a results-oriented approach and a strong work ethic.
• Proficiency in financial planning software and CRM systems.
• Valid driver's license and willingness to travel locally for client meetings.
• Ability to work independently and manage a client base effectively.

Benefits

• Competitive base salary with an attractive commission and bonus structure.
• Opportunity to work with a reputable financial services institution.
• Comprehensive medical aid and retirement fund.
• Ongoing professional development and training in financial planning.
• Supportive team environment with access to expert resources.
• Generous annual leave and company holidays.
• Performance incentives and awards.
• Career advancement opportunities within the firm.
• Client relationship management support.
• Company-provided professional development resources.