Field Sales Consultant - Financial Services

Placements24; Paarl; On-site; ZAR 300,000 - 420,000; Full time

Benefits offered by this job

Competitive base salary with sales- &/

Commissions and bonuses

Medical and retirement benefits

Extensive training and development

Clear career progression

Job summary

Placements24 is seeking a Field Sales Consultant to cover the Paarl area, delivering tailored financial planning solutions in investments, insurance, and wealth management. You will identify opportunities, conduct needs analyses, present products, and build lasting client relationships.

Ideal candidates have strong communication and negotiation skills, a CFP or equivalent qualification, and a valid driver’s license.

Qualifications

• Proven experience in sales, particularly within the financial services sector (investments, insurance, wealth management).
• Strong knowledge of financial products, markets, and financial planning principles.

Responsibilities

• Identify and pursue new business opportunities within Paarl, focusing on financial planning, investments, and insurance products.
• Conduct in-depth needs analysis with prospective clients to understand their financial goals and risk tolerance.
• Present and explain complex financial products and services clearly.
• Build and maintain long-term client relationships as their trusted financial advisor.
• Develop personalized financial plans and investment strategies for clients.
• Achieve and exceed sales targets and performance metrics.
• Stay up-to-date with market trends and regulatory changes.
• Collaborate with internal teams to ensure smooth onboarding and service delivery.
• Attend local community events to expand professional contacts.

Skills

Communication

Negotiation

Interpersonal skills

Education

CFP

NQF Level 5

Job description

About the Role

Our client, a distinguished financial services institution, is seeking a persuasive and results-oriented Field Sales Consultant to join their growing team serving the Paarl, Western Cape area. This role involves actively engaging with potential clients, understanding their financial needs, and offering tailored solutions in investments, insurance, and financial planning. You will be responsible for building a strong client base through proactive outreach, networking within the local community, and providing exceptional financial advice. The ideal candidate possesses excellent communication and interpersonal skills, a strong understanding of financial products, and a drive to help clients achieve their financial goals. This is an excellent opportunity to build a rewarding career in a stable and respected industry.

Key Responsibilities

• Identify and pursue new business opportunities within the assigned territory, focusing on financial planning, investments, and insurance products.
• Conduct in-depth needs analysis with prospective clients to understand their financial goals and risk tolerance.
• Present and explain complex financial products and services in a clear and concise manner.
• Build and maintain strong, long-term relationships with clients, acting as their trusted financial advisor.
• Develop personalized financial plans and investment strategies for clients.
• Achieve and exceed individual sales targets and performance metrics.
• Stay up-to-date with market trends, financial regulations, and new product offerings.
• Collaborate with internal support teams to ensure seamless client onboarding and service delivery.
• Attend local community events and networking functions to expand professional contacts.

Requirements

• Proven experience in sales, particularly within the financial services sector (e.g., investments, insurance, wealth management).
• Strong knowledge of financial products, markets, and financial planning principles.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to build rapport and trust with clients.
• A relevant financial qualification (e.g., CFP, NQF Level 5) is highly desirable.
• Must possess a valid driver's license and have access to reliable transportation.
• Resilience, self-motivation, and a strong work ethic.
• Based in or willing to relocate to the Paarl area or surrounding regions.

Benefits

• Competitive base salary with performance-driven commission and bonuses.
• Comprehensive medical and retirement benefits.
• Extensive training and professional development opportunities.
• Clear career progression paths within the financial services industry.
• Supportive team environment and mentorship.
• Company-provided leads and marketing support.
• Potential for recognition and rewards for outstanding performance.