Sales Consultant - Financial Services

Placements24; Paarl; On-site; ZAR 320,000 - 520,000; Full time

Benefits offered by this job

Competitive base salary + commissions

Medical aid and retirement benefits

Professional development and training

Client retention bonuses

Team collaboration in Paarl

Job summary

Placements24 in Paarl, Western Cape, is seeking a dedicated Sales Consultant in the financial services sector to build client relationships and tailor financial planning solutions, including investments, insurance, and wealth management.

You will prospect, consult clients, perform needs analyses, present comprehensive plans, and strive to meet sales targets while upholding ethical standards and professional integrity.

Qualifications

• Minimum of 3 years of sales experience, preferably in financial services, insurance, or investments.
• Proven track record of meeting or exceeding sales targets.
• Strong knowledge of financial planning principles, investment products and insurance solutions.
• Excellent communication, presentation and interpersonal skills.
• Demonstrated ability to build rapport and trust with clients.

Responsibilities

• Engage with potential and existing clients to understand their financial needs and objectives.
• Provide expert advice and tailored recommendations on investments, insurance, retirement planning, and estate planning.
• Develop and present comprehensive financial plans to clients.
• Manage a portfolio of clients, ensuring ongoing satisfaction and identifying opportunities for additional services.
• Conduct thorough needs analyses and risk assessments for each client.
• Stay up-to-date with market trends, regulations and new product developments.
• Adhere to industry compliance standards and ethical sales practices.
• Achieve sales targets and contribute to team objectives.
• Build and maintain a professional network within the Western Cape community.
• Provide regular updates and reports on sales activities and client portfolio performance.

Skills

Sales excellence

Interpersonal skills

Client relationship management

Presentations

Negotiation

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

RE5 (desirable)

CFP designation (desirable)

Job description

Our client, a reputable firm within the financial services industry, is seeking a dedicated Sales Consultant to join their team in Paarl, Western Cape. This role focuses on building and nurturing client relationships to offer comprehensive financial planning services and products, including investments, insurance, and wealth management solutions. The ideal candidate will possess strong financial acumen, excellent interpersonal skills, and a genuine desire to help clients achieve their financial goals. You will be responsible for prospecting, client consultations, needs analysis, and recommending suitable financial strategies. This is a client-facing role requiring a professional demeanor and a commitment to ethical sales practices. Join us in Paarl to make a meaningful impact on individuals’ financial futures and contribute to our firm's growth and reputation.

Key Responsibilities

• Engage with potential and existing clients to understand their financial needs and objectives.
• Provide expert advice and tailored recommendations on a range of financial products and services, including investments, insurance, retirement planning, and estate planning.
• Develop and present comprehensive financial plans to clients.
• Manage a portfolio of clients, ensuring ongoing satisfaction and identifying opportunities for additional services.
• Conduct thorough needs analysis and risk assessment for each client.
• Stay up-to-date with market trends, financial regulations, and new product developments.
• Adhere strictly to industry compliance standards and ethical sales practices.
• Achieve individual sales targets and contribute to the team's overall objectives.
• Build and maintain a strong professional network within the Western Cape community.
• Provide regular updates and reports to management on sales activities and client portfolio performance.

Requirements

• Minimum of 3 years of experience in sales, preferably within the financial services, insurance, or investment sector.
• Proven track record of meeting or exceeding sales targets.
• Strong knowledge of financial planning principles, investment products, and insurance solutions.
• Excellent communication, presentation, and interpersonal skills.
• Demonstrated ability to build rapport and trust with clients.
• Relevant financial certifications (e.g., RE5, CFP designation) are highly desirable.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• High level of integrity and professionalism.
• Ability to work independently and as part of a team.
• Must reside in or be able to reliably commute to Paarl, Western Cape.

Benefits

• Competitive base salary plus an attractive commission and bonus structure.
• Comprehensive medical aid and retirement benefits.
• Ongoing professional development and training opportunities.
• A supportive and collaborative team environment in Paarl.
• Career advancement opportunities within a leading financial services firm.
• Potential for client retention bonuses.