Junior Sales Consultant - Financial Services

Placements24; Paarl; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Comprehensive training program in金融/销售

Performance-based incentives

Professional certifications (e.g., FAi

Retirement annuity and medical aid

Professional office environment

Job summary

Placements24 is seeking a Junior Sales Consultant for their Paarl office in the Western Cape. The role focuses on assisting senior consultants, handling client inquiries, and supporting sales activities across investments, insurance, and financial planning.

The ideal candidate has a finance-related degree, strong communication and organizational skills, and a willingness to learn in a fast-paced financial services environment. A clear career progression path and training are provided.

Qualifications

• Excellent communication, interpersonal and customer service skills.
• Strong organizational abilities and attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Keen interest in the financial services industry and a desire to learn.

Responsibilities

• Support senior sales consultants in managing client portfolios and sales processes.
• Respond to client inquiries via phone, email, and in person regarding financial products.
• Assist in preparing financial proposals and client presentations.
• Identify potential sales opportunities through client interactions and market research.
• Maintain accurate client records and update the CRM system regularly.
• Schedule appointments and meetings for the sales team.
• Develop a thorough understanding of various financial products and services offered.
• Contribute to achieving team sales targets through proactive engagement.

Skills

Communication skills

Customer service oriented

Organizational skills

MS Office

Education

Bachelor's degree in Finance/Economics/Business

Tools

MS Office Suite

Job description

About the Role

Our client, a respected financial services firm, is actively seeking an ambitious and client-focused Junior Sales Consultant to join their team in Paarl, Western Cape . This entry-level position is designed for individuals eager to build a career in sales within the financial sector. You will be responsible for assisting senior consultants, managing client inquiries, and actively participating in sales activities related to financial products such as investments, insurance, and financial planning. This is an office-based role requiring strong communication and organizational skills, with potential for client interaction. The ideal candidate is a quick learner with a passion for finance and a commitment to providing excellent customer service.

Key Responsibilities

• Support senior sales consultants in managing client portfolios and sales processes.
• Respond to client inquiries via phone, email, and in person regarding financial products.
• Assist in preparing financial proposals and client presentations.
• Identify potential sales opportunities through client interactions and market research.
• Maintain accurate client records and update the CRM system regularly.
• Schedule appointments and meetings for the sales team.
• Develop a thorough understanding of various financial products and services offered.
• Contribute to achieving team sales targets through proactive engagement.

Requirements

• Bachelor's degree in Finance, Economics, Business, or a related field is highly desirable.
• Excellent communication, interpersonal, and customer service skills.
• Strong organizational abilities and attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• A keen interest in the financial services industry and a desire to learn.
• Ability to work effectively in a team-oriented environment.
• Enthusiasm for sales and a drive to succeed.
• Previous internship or entry-level experience in a related field is an advantage.

Benefits

• Comprehensive training program in financial sales and product knowledge.
• Competitive entry-level salary with performance-based incentives.
• Opportunities for professional certifications (e.g., FAIS).
• Clear career progression path within the company.
• Contribution to a retirement annuity and medical aid scheme.
• Work in a professional and supportive office environment in Paarl .
• Exposure to diverse financial products and client needs.
• Team-building events and staff social activities.