Field Sales Consultant - Financial Services

Placements24; Stellenbosch; Sur place; ZAR 260 000 - 420 000; Plein temps

Avantages offerts par ce poste

Competitive base salary with comms

Medical and retirement benefits

Extensive training and development

Clear career progression

Mentorship and supportive team

Leads and marketing support

Recognition and rewards

Résumé du poste

Placements24 represents a distinguished financial services client seeking a Field Sales Consultant for the Paarl area. You will engage potential clients, assess needs, and tailor solutions across investments, insurance, and financial planning.

The role emphasizes building a strong client base, delivering expert advice, and meeting sales targets. Ideal candidates have proven financial product knowledge, excellent communication, and a driving commitment to client success, with a valid driver’s

Qualifications

• Proven sales experience in financial services (investments, insurance, wealth management).
• Strong knowledge of financial products, markets, and planning principles.
• Excellent communication, negotiation and interpersonal skills.
• Ability to build rapport and trust with clients.
• Relevant financial qualification (CFP or NQF Level 5) is highly desirable.
• Must have a valid driver's license and reliable transportation.
• Based in or willing to relocate to Paarl area.

Responsabilités

• Identify and pursue new business opportunities in financial planning, investments and insurance.
• Conduct needs analysis to understand clients' financial goals and risk tolerance.
• Present financial products and services clearly and succinctly.
• Build long-term relationships and act as a trusted financial advisor.
• Develop personalized financial plans and investment strategies.
• Achieve and exceed sales targets and performance metrics.
• Stay updated on market trends and regulatory changes.
• Collaborate with internal teams to ensure seamless onboarding and service.
• Attend local events and network to expand professional contacts.

Connaissances

Sales experience

Financial services knowledge

Communication skills

Negotiation skills

Interpersonal skills

Client relationship building

Self-motivation

Relocation willingness

Formation

CFP or NQF Level 5

Description du poste

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.