Financial Field Sales Consultant - Paarl Growth & Planning

Placements24; Stellenbosch; On-site; ZAR 260,000 - 420,000; Full time

Benefits offered by this job

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

Job summary

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.

Responsibilities

• 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.

Skills

Sales experience

Financial services knowledge

Communication skills

Negotiation skills

Interpersonal skills

Client relationship building

Self-motivation

Relocation willingness

Education

CFP or NQF Level 5

Job description

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