Remote Sales Consultant - Financial Services

Placements24; Upington; Hybrid; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Commission-based pay

Fully remote

Medical benefits

Retirement plan

Training & development

Career progression

Job summary

Placements24 is seeking a remote Sales Consultant in financial services to serve clients nationwide from a home office in Upington. You will assess client goals, explain investment and insurance options, and guide them through applications with compliance in mind.

This full-time role offers a competitive base, uncapped commissions, remote work flexibility, and ongoing training within a respected wealth management firm.

Qualifications

• Proven experience in financial advisory or client management.
• Knowledge of investments, insurance and wealth management strategies.
• RE 1 and/or RE 5 qualifications or equivalent.
• Strong communication and negotiation skills.
• Ability to work effectively from a remote home office.

Responsibilities

• Conduct client needs analysis to understand financial objectives and risk tolerance.
• Recommend and sell investments, insurance, and retirement solutions.
• Guide clients through application and onboarding processes with compliance.
• Maintain strong client relationships and provide ongoing support.
• Adhere to regulatory requirements and company policies.
• Utilize CRM systems to track interactions and sales progress.
• Aim to meet and exceed personal sales targets.

Skills

Client relationship management

Financial advisory

Investment products knowledge

Communication/negotiation

Remote work independence

Education

Bachelor's degree in Finance/Economics/Business

RE 1/RE 5 qualifications

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a reputable financial services firm committed to providing exceptional wealth management solutions, is seeking a dedicated and client-focused Remote Sales Consultant to join their growing national team. This is an exciting opportunity for a motivated professional to deliver financial advice and solutions to clients remotely. You will be responsible for understanding clients' financial goals, recommending suitable investment and insurance products, and guiding them through the application process. Operating from a fully remote setup, you will serve clients across various regions, including Upington, Northern Cape. The ideal candidate will possess strong financial acumen, excellent communication and interpersonal skills, and a genuine desire to help clients achieve financial security. Adherence to regulatory compliance and ethical conduct is paramount.

Key Responsibilities

• Conduct client needs analysis to understand their financial objectives, risk tolerance, and investment preferences.
• Recommend and sell a range of financial products, including investments, insurance, and retirement planning solutions.
• Provide clear and accurate information to clients regarding product features, benefits, and associated risks.
• Guide clients through the application and onboarding processes, ensuring all documentation is complete and compliant.
• Maintain strong relationships with clients, providing ongoing support and updates.
• Adhere strictly to all regulatory requirements and company policies.
• Achieve and exceed personal sales targets and contribute to team goals.
• Stay current with financial market trends, product knowledge, and regulatory changes.
• Utilize CRM systems to manage client interactions and track sales progress effectively.

Requirements

• Proven experience in financial advisory, sales, or a client relationship management role within financial services.
• Strong knowledge of investment products, insurance policies, and wealth management strategies.
• Excellent communication, presentation, and negotiation skills.
• Ability to build rapport and trust with clients remotely.
• Valid financial services qualifications (e.g., RE 1, RE 5) and relevant certifications.
• Proficiency with financial planning software and CRM systems.
• Self-disciplined and able to work independently in a remote setting.
• A Bachelor's degree in Finance, Economics, Business, or a related field is highly desirable.
• Must be able to work from a dedicated home office environment.

Benefits

• Competitive base salary with significant performance-based commission and bonuses.
• Fully remote work arrangement offering exceptional flexibility.
• Comprehensive medical and retirement benefits package.
• Extensive training and professional development opportunities in financial services.
• Career progression within a well-established financial institution.
• Opportunity to make a tangible difference in clients' financial lives.