Inside Sales Specialist - 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

About the Role Our client, a distinguished leader in the financial services sector, is seeking a proactive and detail-oriented Inside Sales Specialist to join their team in Welkom, Free State . This role is integral to driving sales growth by engaging with potential clients over the phone and digital platforms, understanding their financial needs, and presenting suitable investment and insurance solutions. You will be responsible for managing inbound leads, conducting outbound prospecting, and nurturing client relationships to secure new business. The ideal candidate will possess excellent communication skills, a strong aptitude for financial products, and a commitment to providing exceptional customer service. This is a prime opportunity to build a rewarding career within the dynamic financial industry in the heart of the Free State. We are dedicated to supporting our employees' professional development and ensuring a positive work environment. Your contributions will be key to our continued success in Welkom and the surrounding regions. We aim to attract driven individuals who are passionate about finance and eager to make a significant impact. The focus will be on building trust and delivering tailored financial advice to clients in Welkom and beyond.

Key Responsibilities

• 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.

Requirements

• Proven experience in inside sales, preferably within the financial services or insurance industry.
• Excellent verbal and written communication skills, with a confident and professional phone manner.
• Strong understanding of financial products, investment principles, and insurance concepts.
• Ability to build rapport and trust with clients quickly.
• Results-driven with a proven ability to meet or exceed sales targets.
• Proficiency in CRM software and Microsoft Office Suite.
• Relevant financial services certifications (e.g., FAIS accreditation) are a strong advantage.
• Ability to work effectively in a team and independently.
• Must reside in or be willing to relocate to Welkom, Free State .

Benefits

• Competitive base salary with uncapped commission and performance bonuses.
• Comprehensive medical and life insurance benefits.
• Pension fund contributions.
• Extensive training on financial products and sales techniques.
• Opportunities for career advancement and professional development.
• Hybrid work model providing flexibility.