Field Sales & Advisory Consultant – Financial Services

JVR Software; Vrystaat; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Smollan is seeking a Field Sales and Service Consultant to drive sales and promote financial products within an assigned region. You will build customer relationships, manage a client portfolio, and identify new business opportunities to provide tailored solutions.

You will conduct sales presentations, value demonstrations, and consultations with potential clients, aim to achieve sales targets, maintain accurate CRM records, and ensure compliant, high-quality service across the region.

Qualifications

• National Matric Certificate (Grade 12/NQF level 4) is required.
• Diploma or Degree in Business, Sales, Marketing, or related field (NQF 5) is required.
• Experience in sales or customer service is advantageous.

Responsibilities

• Drive sales and promote financial products within an assigned region.
• Build customer relationships and manage a client portfolio.
• Identify new business opportunities and provide tailored solutions.
• Maintain accurate CRM records and prepare sales reports.
• Ensure compliance with regulations and internal policies.

Skills

Sales

Customer service

Consultative selling

Relationship-building

Education

Matric (NQF 4)

Diploma/Degree in Business, Sales, Marketing

Tools

CRM systems

Job description

Smollan is seeking a Field Sales and Service Consultant to drive sales and promote financial products within an assigned region. You will build customer relationships, manage a client portfolio, and identify new business opportunities to provide tailored solutions.

You will conduct sales presentations, value demonstrations, and consultations with potential clients, aim to achieve sales targets, maintain accurate CRM records, and ensure compliant, high-quality service across the region.