Remote Sales Representative - Financial Services

Placements24; Pretoria; Hybrid; ZAR 180,000 - 290,000; Full time

Benefits offered by this job

Commission & bonus

Fully remote environment

Extensive training

Job summary

Placements24 is seeking a dedicated Remote Sales Representative in South Africa to drive customer acquisition from a home-based setup. You will engage with potential clients nationwide, offering tailored financial products and solutions while maintaining detailed CRM records and meeting monthly targets.

The role emphasizes independence, strong communication skills, and the ability to manage a remote workload within a supportive virtual team focused on growth and client success.

Qualifications

• Proven sales experience with targets in financial services or related field.
• Excellent communication, listening, and persuasive skills delivered virtually.
• Ability to work independently in a remote setting.
• Familiarity with financial products is a strong asset.
• Proficiency with CRM software and virtual meeting platforms.
• Stable internet connection and a dedicated home office space.

Responsibilities

• Generate leads through inbound inquiries and proactive outbound calling efforts.
• Educate prospective clients on financial products and services, assessing their needs and recommending suitable solutions.
• Guide clients through the application and onboarding process efficiently and accurately.
• Maintain detailed records of client interactions and sales progress within the CRM system.
• Achieve and exceed monthly sales targets for new accounts and revenue generation.
• Stay updated on market trends and product knowledge to provide expert advice.

Skills

Sales experience

Excellent communication

Time management

Remote work

CRM proficiency

Tools

CRM software

Virtual meeting platforms

Job description

About the Role

Our client is actively recruiting for a dedicated Remote Sales Representative to join their expanding financial services team. Operating entirely from home, you will engage with potential clients across South Africa , offering tailored financial products and solutions. This role is crucial for driving customer acquisition and building a robust client portfolio. We provide a fully remote work environment, empowering you to manage your schedule effectively while delivering exceptional service and achieving sales objectives. You'll be part of a supportive, virtual team focused on growth and client success.

Key Responsibilities

• Generate leads through inbound inquiries and proactive outbound calling efforts.
• Educate prospective clients on financial products and services, assessing their needs and recommending suitable solutions.
• Guide clients through the application and onboarding process efficiently and accurately.
• Maintain detailed records of client interactions and sales progress within the CRM system.
• Achieve and exceed monthly sales targets for new accounts and revenue generation.
• Stay updated on market trends and product knowledge to provide expert advice.

Requirements

• Proven sales experience, with a track record of meeting or exceeding targets, preferably in financial services or a related field.
• Excellent communication, active listening, and persuasive skills, delivered virtually.
• Ability to work independently and manage time effectively in a remote work setting.
• Familiarity with financial products and concepts is a strong asset.
• Proficiency in using CRM software and virtual meeting platforms.
• A stable internet connection and a dedicated home office space are essential.

Benefits

• Competitive base salary with attractive commission and bonus potential, fully remote.
• Extensive training on financial products and sales techniques.
• Opportunity to grow within a reputable financial institution.
• Flexible working hours and location independence.
• A supportive virtual team environment focused on professional development.