Regional Banking Sales & Solutions Consultant

Smollan; Vrystaat; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Smollan is seeking a Field Sales and Service Consultant to drive sales of financial products within an assigned region and to build lasting client relationships. The role involves identifying new business opportunities, delivering presentations, and providing tailored financial solutions to meet client needs.

You will maintain CRM records, report activities, and ensure regulatory compliance while meeting sales targets.

Qualifications

• Matric/Grade 12 is required.
• Diploma or degree in business, sales, marketing or related field (NQF 5) is a must.
• 2–4 years in sales or customer service, preferably in financial services or insurance.

Responsibilities

• Drive sales of financial products within the assigned region and grow the client portfolio.
• Build and manage relationships with new and existing clients.
• Conduct sales presentations, product demos, and consultations with potential clients.
• Achieve sales targets and maintain client accounts with strong relationships.
• Provide accurate CRM records and submit regular sales reports to management.
• Ensure compliance with regulations and internal policies to mitigate risk.

Job description

Smollan is seeking a Field Sales and Service Consultant to drive sales of financial products within an assigned region and to build lasting client relationships. The role involves identifying new business opportunities, delivering presentations, and providing tailored financial solutions to meet client needs.

You will maintain CRM records, report activities, and ensure regulatory compliance while meeting sales targets.