Remote Financial Services Advisor

Placements24; Mbombela (Nelspruit); Hybrid; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Uncapped commission

Medical aid

Retirement planning

Industry certifications training

Flexible hours

Work from home

Growth opportunities in Mpumalanga

Job summary

Placements24 is seeking a persuasive and knowledgeable Sales Consultant to join our financial services team. The role is remote with a focus on Mpumalanga region, including Nelspruit, advising clients on investments, insurance, and wealth management products.

The ideal candidate will generate leads, perform needs assessments, and develop personalized financial plans while maintaining regulatory compliance and delivering exceptional client service.

Qualifications

• Proven sales experience in financial services or related fields.
• Excellent understanding of investments, insurance, and wealth management products.
• Strong client advisory and communication skills.

Responsibilities

• Generate leads and build a client portfolio through networking and proactive outreach.
• Advise clients on suitable financial products and services based on their needs and goals.
• Conduct financial needs analyses and develop personalized financial plans.
• Ensure compliance with regulatory requirements and company policies.
• Maintain up-to-date knowledge of financial markets, products, and best practices.
• Provide ongoing support and follow-up to clients to ensure satisfaction and identify new opportunities.

Skills

Sales experience

Financial products

Communication skills

Education

Financial planning certifications

Job description

Placements24 is seeking a persuasive and knowledgeable Sales Consultant to join our financial services team. The role is remote with a focus on Mpumalanga region, including Nelspruit, advising clients on investments, insurance, and wealth management products.

The ideal candidate will generate leads, perform needs assessments, and develop personalized financial plans while maintaining regulatory compliance and delivering exceptional client service.