Business Development Representative – Financial Services

Placements24; Graafwater; On-site; ZAR 180,000 - 260,000; Full time

Benefits offered by this job

Competitive base salary

Medical aid

Retirement fund

Training programs

Career progression

Team social events

Wellness program

Job summary

Placements24 in Paarl, Western Cape, is seeking a driven Business Development Representative to lead lead generation and qualify prospects for our financial services client.

You will reach out to potential clients, conduct initial outreach via cold calls and emails, and set up introductory meetings for the senior sales team.

This role offers structured training, performance-based incentives, and a clear career path into account management within a stable, reputable industry.

Qualifications

• Experience in sales development or lead generation preferred.
• Excellent verbal and written English communication.
• Based in Paarl or willing to commute.
• Strong organizational skills and detail orientation.
• Able to work independently and with a team.

Responsibilities

• Identify and qualify potential new clients in target markets.
• Initiate contact via cold calling, email outreach, and social media.
• Engage prospects to understand needs and fit with offerings.
• Present value proposition of financial products.
• Schedule introductory meetings for senior team.
• Record interactions and lead data in the CRM.
• Collaborate with sales and marketing to improve campaigns.
• Meet monthly targets for qualified leads and meetings.
• Stay informed about market trends and competitors.

Skills

Lead generation

Cold calling

Communication skills

English proficiency

CRM experience

Time management

Education

High school diploma or equivalent

Bachelor's degree a plus

Job description

About the Role

Our client, a respected name in the financial services sector, is actively seeking an ambitious Business Development Representative to join their thriving team in Paarl, Western Cape . This role is instrumental in identifying and qualifying potential new clients, driving the initial stages of the sales funnel. You will be responsible for generating leads, engaging with prospective customers, and setting up initial meetings for the senior sales team. The ideal candidate is energetic, possesses excellent communication skills, and has a keen interest in the financial markets. This is a fantastic opportunity for an individual looking to launch or advance their career in sales within a stable and reputable industry. You will gain invaluable experience in lead generation, client engagement, and understanding the intricacies of financial products, contributing directly to the company's growth objectives in the Western Cape region.

Key Responsibilities

• Proactively identify and research potential new clients within target markets using various research tools and databases.
• Initiate contact with prospective clients through cold calling, email outreach, and social selling techniques.
• Engage potential clients in meaningful conversations to understand their needs and identify potential fit with our client's offerings.
• Effectively communicate the value proposition of our client's financial products and services.
• Schedule introductory meetings and calls between qualified leads and the senior sales team.
• Accurately record and manage all prospect interactions and lead data in the CRM system.
• Collaborate closely with the sales and marketing teams to refine lead generation strategies and improve campaign effectiveness.
• Achieve monthly targets for qualified leads and scheduled meetings.
• Stay informed about financial market trends and competitor activities to better engage prospects.

Requirements

• Proven experience in a sales development, lead generation, or customer service role is preferred, though strong candidates with relevant transferable skills will be considered.
• Excellent verbal and written communication skills in English.
• Adept at building rapport and engaging with individuals over the phone and via email.
• Strong organizational skills and attention to detail in managing data.
• Ability to work independently and collaboratively in a team environment.
• Resilience and a positive attitude towards overcoming objections and rejection.
• A keen interest in financial services and a desire to learn about financial products.
• High school diploma or equivalent required; a Bachelor's degree is a plus.
• Must be based in or willing to commute to Paarl, Western Cape.

Benefits

• Competitive base salary with performance-based incentives.
• Comprehensive medical aid and retirement fund contributions.
• Extensive training programs on financial products and sales techniques.
• Clear career progression pathways into Account Management and Senior Sales roles.
• A professional and supportive work environment.
• Regular team social events.
• Employee wellness programs.