Hybrid Financial Services Sales Pro - Commission

Placements24; Stellenbosch Local Municipality; Hybrid; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Comprehensive training

Certification support

Commission and bonus

Hybrid work arrangement

Job summary

Placements24 is seeking a driven Sales Representative for a financial services client in Paarl, Western Cape. The role focuses on engaging individuals and businesses to offer investments, insurance, and wealth management solutions, building strong client relationships and understanding financial goals.

The position is hybrid, with client meetings in person and virtually, and includes comprehensive training, certification support, and a generous commission/bonus structure to reward performance.

Qualifications

• Minimum 3 years of sales experience in financial services or insurance.
• Proven ability to meet and exceed sales targets.
• Strong knowledge of financial products, investments, and wealth management concepts.

Responsibilities

• Develop and implement sales strategies to achieve targets.
• Identify potential clients via networking, referrals, and lead gen.
• Conduct needs analysis to understand financial objectives and risk tolerance.
• Present complex financial products in a clear manner.
• Build and maintain trusting client relationships.
• Process applications and manage client portfolios.
• Stay updated on market trends and regulatory changes.
• Collaborate with internal teams for smooth onboarding and service delivery.
• Adhere to all industry regulations and compliance policies.

Skills

Communication skills

Building client relationships

Negotiation

Sales targeting

Education

FAIS accreditation

Tools

CRM software

Job description

Placements24 is seeking a driven Sales Representative for a financial services client in Paarl, Western Cape. The role focuses on engaging individuals and businesses to offer investments, insurance, and wealth management solutions, building strong client relationships and understanding financial goals.

The position is hybrid, with client meetings in person and virtually, and includes comprehensive training, certification support, and a generous commission/bonus structure to reward performance.