Hybrid Inside Sales Pro — Financial Services

Placements24; Bloemfontein; Hybrid; ZAR 350.000 - 620.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Performance-based bonuses

Medical and life insurance

Pension fund contributions

Extensive training and career developn

Career advancement opportunities

Zusammenfassung

Placements24 is seeking an Inside Sales Specialist to join our client in Welkom, Free State. You will engage potential clients by phone and online channels, assess their financial needs, and present investment and insurance solutions with a focus on building trust and securing new business.

You will manage inbound leads, perform outbound prospecting, and collaborate with financial advisors to deliver tailored advice while meeting sales targets and maintaining compliant records in the CRM system.

Qualifikationen

• Proven inside sales experience in financial services or insurance.
• Strong communication and client needs analysis.
• Proficient in CRM and MS Office; FAIS accreditation a plus.

Aufgaben

• Respond to inbound sales inquiries and proactively reach out to potential clients through phone, email, and online channels.
• Identify client financial needs and objectives, offering appropriate investment and insurance products.
• Conduct thorough needs analyses and present tailored financial solutions.
• Nurture leads through the sales funnel, from initial contact to closing the deal.
• Maintain accurate and detailed records of client interactions and sales activities in the CRM system.
• Achieve and exceed monthly and quarterly sales targets and KPIs.
• Collaborate with financial advisors and other team members to provide comprehensive client support.
• Stay updated on financial market trends, product offerings, and regulatory changes.
• Ensure compliance with all industry regulations and company policies.

Kenntnisse

Inside sales

Financial products knowledge

CRM proficiency

Lead nurturing

Communication skills

Ausbildung

FAIS accreditation

Tools

CRM software

Microsoft Office Suite

Jobbeschreibung

Placements24 is seeking an Inside Sales Specialist to join our client in Welkom, Free State. You will engage potential clients by phone and online channels, assess their financial needs, and present investment and insurance solutions with a focus on building trust and securing new business.

You will manage inbound leads, perform outbound prospecting, and collaborate with financial advisors to deliver tailored advice while meeting sales targets and maintaining compliant records in the CRM system.