Financial Services Sales Consultant – Wealth & Insurance

Placements24; Midrand; On-site; ZAR 350,000 - 520,000; Full time

Benefits offered by this job

Competitive base salary

Medical aid

Provident fund

Job summary

Placements24 is seeking a Sales Consultant for its Midrand, Gauteng branch. The role focuses on providing expert financial advice, driving sales of investment funds, retirement products, and insurance, while building and maintaining client portfolios.

The ideal candidate has 3–5 years in financial services sales, strong communication, and a proven ability to meet targets. Office-based role with a supportive financial professional team in Midrand.

Qualifications

• 3–5 years of experience in sales in financial services.
• Strong knowledge of investment products, insurance, and wealth management.
• Excellent communication and client relationship skills.

Responsibilities

• Develop and implement sales strategies to achieve targets.
• Identify potential clients through networking and outreach in Midrand.
• Conduct financial needs analyses for clients’ risk tolerance and goals.
• Present and explain complex financial products clearly.
• Build long-term client relationships based on trust and service.
• Process client applications and ensure documentation compliance.
• Stay updated on market trends and new products.

Skills

Sales experience

Communication

Negotiation

Client relationship management

Education

Finance/Economics/Business degree

Job description

Placements24 is seeking a Sales Consultant for its Midrand, Gauteng branch. The role focuses on providing expert financial advice, driving sales of investment funds, retirement products, and insurance, while building and maintaining client portfolios.

The ideal candidate has 3–5 years in financial services sales, strong communication, and a proven ability to meet targets. Office-based role with a supportive financial professional team in Midrand.