Sales Consultant - Financial Services

Placements24; Midrand; On-site; ZAR 350,000 - 520,000; Full time

Benefits offered by this job

Competitive base salary

Medical aid

Provident fund

Job summary

Placements24 is seeking a Sales Consultant for its Midrand, Gauteng branch. The role focuses on providing expert financial advice, driving sales of investment funds, retirement products, and insurance, while building and maintaining client portfolios.

The ideal candidate has 3–5 years in financial services sales, strong communication, and a proven ability to meet targets. Office-based role with a supportive financial professional team in Midrand.

Qualifications

• 3–5 years of experience in sales in financial services.
• Strong knowledge of investment products, insurance, and wealth management.
• Excellent communication and client relationship skills.

Responsibilities

• Develop and implement sales strategies to achieve targets.
• Identify potential clients through networking and outreach in Midrand.
• Conduct financial needs analyses for clients’ risk tolerance and goals.
• Present and explain complex financial products clearly.
• Build long-term client relationships based on trust and service.
• Process client applications and ensure documentation compliance.
• Stay updated on market trends and new products.

Skills

Sales experience

Communication

Negotiation

Client relationship management

Education

Finance/Economics/Business degree

Job description

About the Role

Our client, a reputable firm in the financial services sector, is seeking an ambitious Sales Consultant to join their thriving branch in Midrand, Gauteng . This role focuses on providing expert financial advice and solutions to a diverse client base, driving sales of investment products, insurance, and wealth management services. You will be responsible for building and maintaining client portfolios, understanding their financial goals, and recommending appropriate strategies. The ideal candidate will possess a strong financial acumen, excellent interpersonal skills, and a proven ability to build trust and rapport. This is an office-based position, offering the opportunity to engage directly with clients and collaborate with a dedicated team of financial professionals in Midrand .

Key Responsibilities

• Develop and implement effective sales strategies to achieve individual and team sales targets for financial products and services.
• Identify potential clients through networking, referrals, and proactive outreach within the Midrand business community.
• Conduct comprehensive financial needs analyses for clients, understanding their risk appetite, investment objectives, and long-term goals.
• Present and explain complex financial products, such as investment funds, retirement annuities, and insurance policies, in a clear and understandable manner.
• Build and nurture long-term client relationships based on trust, professionalism, and consistent service delivery.
• Process client applications and ensure all documentation is accurate and compliant with regulatory requirements.
• Stay updated on market trends, economic conditions, and new financial products to provide informed advice.
• Collaborate with internal support teams to resolve client queries and ensure a seamless customer experience.

Requirements

• Relevant degree or qualification in Finance, Economics, Business, or a related field.
• Minimum of 3-5 years of experience in sales, specifically within the financial services industry.
• Proven track record of meeting and exceeding sales targets.
• Strong knowledge of investment products, insurance, and wealth management strategies.
• Excellent communication, negotiation, and client relationship management skills.
• Professional demeanor and the ability to build credibility with clients.
• Regulatory certifications (e.g., RE5) are highly desirable.
• Must be based in or willing to commute regularly to Midrand, Gauteng .

Benefits

• competitive base salary coupled with an attractive commission and bonus structure.
• comprehensive medical aid
• a provident fund
• opportunities for continuous professional development and training to maintain industry certifications.

This role provides a stable career path within a respected financial institution, with potential for advancement to team leadership or specialized advisory roles.

You will work in a professional office environment in Midrand , with access to excellent resources and a supportive team.