Financial Sales Consultant: Grow Revenue & Relationships

The Focus Group; Sandton; On-site; ZAR 180,000 - 300,000; Full time

Job summary

The Focus Group in Sandton is seeking a Sales Consultant to grow our client base and optimise revenue in line with business objectives. You will engage clients, assess needs and present suitable financial solutions while upholding transformation goals and company values.

Key responsibilities include opening accounts, cross-selling, maintaining compliance training, and delivering world-class service. 1–2 years in financial sales and Matric or higher education are required.

Qualifications

• Matric or equivalent (National Senior Certificate).
• Advanced Diplomas/National 1st Degrees preferred.
• 1–2 years as a Sales Consultant in a Financial industry.

Responsibilities

• Contribute to transformation goals and culture-building initiatives by participating in staff surveys and related activities.
• Support corporate social responsibility initiatives aligned with key business strategies.
• Identify and recommend opportunities to improve processes, systems and policies and assist the implementation thereof.
• Adhere to established account opening processes using the provided checklist and matrix.
• Complete weekly compliance training and assessments to stay updated on changes.
• Keep Letters of Authority current and inform clients at each interaction.
• Process daily control reports and attach the correct supporting documents.
• Identify new clients and assess their needs to offer suitable financial solutions.
• Cross-sell to existing clients by exploring needs through financial fitness discussions.
• Generate referrals from existing clients and other units through collaboration.
• Ensure all deals are priced in line with business unit objectives and strategy.
• Generate revenue by charging for ad hoc services.
• Monitor and manage sales activity daily/weekly/monthly to achieve targets.
• Grow market share by converting secondary clients to primary and entrenched accounts.
• Participate in end-of-day reviews and implement manager recommendations to optimize sales results.
• Stay informed on legislation and industry changes affecting the role by reading newsletters, websites and attending sessions.
• Embed the company vision and values in interactions with team and stakeholders.
• Pursue personal growth through training and career progression plans, completed learning activities and certifications.
• Share information with stakeholders to maintain knowledge flow within the team.
• Provide world-class service by listening, addressing needs, and keeping clients informed.
• Resolve client complaints promptly using the appropriate complaints system.
• Honor the 'ask once' promise to clients as per company strategy.
• Build relationships with clients through regular contact and genuine interest.
• Collaborate with internal stakeholders to deliver complete client solutions.
• Request regular client feedback and act on it.
• Mitigate risk by verifying clients manually or with the appropriate technology.
• Follow a clean desk policy to protect client confidentiality.
• Report fraudulent transactions to the relevant department.

Education

Matric / Grade 12 / National Senior Certificate

Advanced Diplomas/National 1st Degrees

Job description

The Focus Group in Sandton is seeking a Sales Consultant to grow our client base and optimise revenue in line with business objectives. You will engage clients, assess needs and present suitable financial solutions while upholding transformation goals and company values.

Key responsibilities include opening accounts, cross-selling, maintaining compliance training, and delivering world-class service. 1–2 years in financial sales and Matric or higher education are required.