Client-Centric Financial Services Consultant

Placements24

Sandton

On-site

ZAR 240,000 - 420,000

Full time

14 days+

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Benefits offered by this job

Competitive commission structure

Professional development opportunities

Access to cutting-edge financial tools

Prestigious Sandton office

Job summary

Placements24 is seeking a knowledgeable Sales Consultant in the Sandton area to advise clients on investment products, insurance, and wealth strategies. You will build trusting relationships, assess financial goals, and tailor solutions to individual needs.

The role emphasizes achieving sales targets through proactive client engagement and expert product knowledge, while navigating regulatory requirements and using CRM tools.

Qualifications

Experience as Sales Consultant or Financial Advisor in financial services.
RE5 or NQF 4/5 certifications required.
Excellent communication and client-management skills.
Proven ability to meet sales targets and build loyalty.
Proficiency with CRM and financial planning tools.

Responsibilities

Consult with clients to understand goals, risk tolerance, and objectives.
Provide expert advice on investments, insurance, and retirement planning.
Develop and present customized financial solutions.
Build and maintain a strong client base through engagement and referrals.
Stay informed about market trends, regulatory changes, and new products.
Ensure compliance with financial services regulations and policies.

Skills

Sales

Financial Services

CRM software

Client relations

Education

RE5/NQF 4/5

Tools

CRM software

Financial planning software

Job description

The role emphasizes achieving sales targets through proactive client engagement and expert product knowledge, while navigating regulatory requirements and using CRM tools.

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