Regional Financial Solutions Consultant

Smollan; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Smollan is seeking a Field Sales and Service Consultant to drive sales and promote financial products within the Western Cape region. You will build client portfolios, identify new business opportunities, and provide tailored financial solutions to meet client needs.

Responsibilities include delivering product demonstrations, managing accounts, and ensuring high customer satisfaction. A minimum Matric and a related Diploma/Degree are required, with 2–4 years of sales or customer service

Qualifications

• Diploma or Degree in Business, Sales, Marketing, or related field (NQF 5) - is a must
• 2-4 years experience in sales or customer service, preferably within the financial services or insurance industry
• Proven record of meeting or exceeding sales targets
• Strong background in consultative selling and relationship building

Responsibilities

• Actively seek out and engage new business opportunities to drive sales of financial services and products.
• Identify and pursue leads to build a pipeline of prospective clients.
• Conduct sales presentations, product demonstrations and consultations with potential clients.
• Achieve sales targets and objectives within the specified region or territory.
• Manage client accounts and build strong relationships to maximize sales opportunities.
• Provide exceptional service to both new and existing clients, responding promptly to their needs and inquiries.
• Offer financial solutions tailored to meet the specific needs of and goals of clients.
• Follow up on client requests, ensuring timely and effective resolution of issues.
• Ensure high levels of customer satisfaction and retention.
• Provide after sales support to ensure customer satisfaction and resolve any post-purchase issues.
• Develop a deep understanding of the company's financial products and services to effectively communicate their benefits to clients.
• Educate clients on the features, benefits and terms of various financial products and services.
• Stay up to date with industry trends, market developments and competitor products.
• Provide expert advice to clients to help them make informed decisions about financial products and services.
• Maintain accurate records of sales activities, customer interactions and product/service usage.
• Prepare and submit regular sales reports and activity summaries to management.
• Complete and maintain client records in CRM systems, ensuring all data is up to date.
• Manage administrative tasks related to the sales process, including proposals, contracts and service agreements.
• Ensure all sales activities and customer interactions comply with relevant regulations and internal policies.
• Identify and mitigate any potential risks associated with the sales of financial products and services.
• Provide clients with clear and accurate information to avoid mis-selling or misunderstanding of financial products.
• Stay informed about regulatory changes in the financial services industry to ensure compliance.

Skills

Consultative selling

Relationship building

Communication

Negotiation

Education

Diploma or Degree in Business, Sales, Marketing (NQF5)

Tools

CRM systems

Job description

Smollan is seeking a Field Sales and Service Consultant to drive sales and promote financial products within the Western Cape region. You will build client portfolios, identify new business opportunities, and provide tailored financial solutions to meet client needs.

Responsibilities include delivering product demonstrations, managing accounts, and ensuring high customer satisfaction. A minimum Matric and a related Diploma/Degree are required, with 2–4 years of sales or customer service