Client-Focused Financial Services Sales Advisor

Placements24; Randburg; Hybrid; ZAR 300,000 - 540,000; Full time

Benefits offered by this job

Competitive base salary with an atract

Commissions and bonus structure

Comprehensive medical and retirement

Training programs and qualifications

Career advancement opportunities

Collaborative team culture

Access to planning tools and resources

Job summary

Placements24 in Randburg, Gauteng is seeking a client-focused Sales Consultant to advise clients on investments, insurance and wealth management. You will identify needs and build tailored financial plans.

Expect a competitive base salary with commission and a supportive environment, with extensive training and clear opportunities for advancement within the financial services industry.

Qualifications

• Bachelor's degree in finance or related field required.
• RE5/NQF 5 certifications are highly desirable.
• 2–3 years in financial services sales/advisory roles.
• Proven track record meeting sales targets and building relationships.

Responsibilities

• Proactively engage with clients to understand financial needs and objectives.
• Provide expert advice and recommendations on financial products.
• Develop and present personalized financial plans.
• Build and maintain long-term client relationships based on trust and service.
• Achieve and exceed individual sales targets for financial products and services.
• Stay up-to-date with market trends and regulatory changes.
• Process applications and onboard new clients smoothly.
• Collaborate with internal teams to ensure a seamless client experience.
• Adhere to regulatory requirements and company policies.
• Participate in ongoing professional development and training.

Skills

Excellent communication

Interpersonal skills

Client-focused

Sales mindset

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

RE5, NQF Level 5 certification (desirable)

Tools

CRM systems

Financial software

Job description

Placements24 in Randburg, Gauteng is seeking a client-focused Sales Consultant to advise clients on investments, insurance and wealth management. You will identify needs and build tailored financial plans.

Expect a competitive base salary with commission and a supportive environment, with extensive training and clear opportunities for advancement within the financial services industry.