Field Sales & Service Consultant, Financial Solutions

Smollan; George; On-site; ZAR 89,000 - 179,000; Full time

Job summary

Smollan is seeking a Field Sales and Service Consultant to drive sales and promote financial products within the George region. You will build client relationships, manage portfolios and identify opportunities to tailor solutions for customers.

You will conduct presentations, achieve targets, maintain CRM records and provide after-sales support while ensuring compliant selling practices and staying updated on industry trends.

Qualifications

• National Matric Certificate (Grade 12/NQF Level 4) is required.
• Diploma or Degree in Business, Sales, Marketing, or related field (NQF 5) is mandatory.
• 2–4 years experience in sales or customer service, preferably in financial services.
• Proven track record of meeting or exceeding sales targets.
• Strong consultative selling and relationship-building skills.

Responsibilities

• Drive sales of financial services and products within assigned region.
• Build client relationships and manage portfolios.
• Identify new business opportunities and lead generation.
• Present products, conduct demonstrations, and consultations.
• Achieve sales targets within territory.
• Maintain CRM records and prepare activity reports.
• Provide after-sales support and resolve issues.
• Ensure compliance with regulations and internal policies.

Skills

Sales

Customer Service

Negotiation

Communication

Relationship Building

Product knowledge

Analytical Thinking

Technical Proficiency

Education

National Matric Certificate (Grade 12/NQF Level 4)

Diploma or Degree in Business, Sales, Marketing, or related field (NQF 5)

Tools

CRM software

Job description

Smollan is seeking a Field Sales and Service Consultant to drive sales and promote financial products within the George region. You will build client relationships, manage portfolios and identify opportunities to tailor solutions for customers.

You will conduct presentations, achieve targets, maintain CRM records and provide after-sales support while ensuring compliant selling practices and staying updated on industry trends.