Field Sales & Financial Solutions Consultant

Smollan; KwaZulu-Natal; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Smollan is looking for a Field Sales and Service Consultant to drive sales and promote financial products within an assigned region. You will build client relationships, manage a portfolio, and identify opportunities to tailor solutions to client needs.

The role emphasizes meeting sales targets, delivering exceptional service, and maintaining accurate CRM records, while staying compliant with regulations and internal policies.

Qualifications

• Must have Matric (Grade 12/NQF4).
• Diploma or degree in Business, Sales, Marketing or related field (NQF5) is required.
• 2–4 years of sales or customer service experience is advantageous in financial services or insurance.

Responsibilities

• Drive sales of financial services and products within an assigned region.
• Identify and pursue leads to build a pipeline of prospective clients.
• Conduct sales presentations, product demonstrations, and consultations with potential clients.

Skills

Sales

Customer service

Relationship-building

Consultative selling

Education

Matric / Grade 12 (NQF4)

Diploma or Degree in Business, Sales or Marketing (NQF5)

Tools

CRM

Job description

Smollan is looking for a Field Sales and Service Consultant to drive sales and promote financial products within an assigned region. You will build client relationships, manage a portfolio, and identify opportunities to tailor solutions to client needs.

The role emphasizes meeting sales targets, delivering exceptional service, and maintaining accurate CRM records, while staying compliant with regulations and internal policies.