Entry-Level Financial Sales Consultant - Training & Growth

Placements24; Paarl; Presencial; ZAR 180.000 - 240.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive training program in金融/销售

Performance-based incentives

Professional certifications (e.g., FAi

Retirement annuity and medical aid

Professional office environment

Descripción de la vacante

Placements24 is seeking a Junior Sales Consultant for their Paarl office in the Western Cape. The role focuses on assisting senior consultants, handling client inquiries, and supporting sales activities across investments, insurance, and financial planning.

The ideal candidate has a finance-related degree, strong communication and organizational skills, and a willingness to learn in a fast-paced financial services environment. A clear career progression path and training are provided.

Formación

• Excellent communication, interpersonal and customer service skills.
• Strong organizational abilities and attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Keen interest in the financial services industry and a desire to learn.

Responsabilidades

• Support senior sales consultants in managing client portfolios and sales processes.
• Respond to client inquiries via phone, email, and in person regarding financial products.
• Assist in preparing financial proposals and client presentations.
• Identify potential sales opportunities through client interactions and market research.
• Maintain accurate client records and update the CRM system regularly.
• Schedule appointments and meetings for the sales team.
• Develop a thorough understanding of various financial products and services offered.
• Contribute to achieving team sales targets through proactive engagement.

Conocimientos

Communication skills

Customer service oriented

Organizational skills

MS Office

Educación

Bachelor's degree in Finance/Economics/Business

Herramientas

MS Office Suite

Descripción del empleo

Placements24 is seeking a Junior Sales Consultant for their Paarl office in the Western Cape. The role focuses on assisting senior consultants, handling client inquiries, and supporting sales activities across investments, insurance, and financial planning.

The ideal candidate has a finance-related degree, strong communication and organizational skills, and a willingness to learn in a fast-paced financial services environment. A clear career progression path and training are provided.