Sales Consultant - Financial Services

Placements24; Randburg; Hybrid; ZAR 300,000 - 540,000; Full time

Benefits offered by this job

Competitive base salary with an atract

Commissions and bonus structure

Comprehensive medical and retirement

Training programs and qualifications

Career advancement opportunities

Collaborative team culture

Access to planning tools and resources

Job summary

Placements24 in Randburg, Gauteng is seeking a client-focused Sales Consultant to advise clients on investments, insurance and wealth management. You will identify needs and build tailored financial plans.

Expect a competitive base salary with commission and a supportive environment, with extensive training and clear opportunities for advancement within the financial services industry.

Qualifications

• Bachelor's degree in finance or related field required.
• RE5/NQF 5 certifications are highly desirable.
• 2–3 years in financial services sales/advisory roles.
• Proven track record meeting sales targets and building relationships.

Responsibilities

• Proactively engage with clients to understand financial needs and objectives.
• Provide expert advice and recommendations on financial products.
• Develop and present personalized financial plans.
• Build and maintain long-term client relationships based on trust and service.
• Achieve and exceed individual sales targets for financial products and services.
• Stay up-to-date with market trends and regulatory changes.
• Process applications and onboard new clients smoothly.
• Collaborate with internal teams to ensure a seamless client experience.
• Adhere to regulatory requirements and company policies.
• Participate in ongoing professional development and training.

Skills

Excellent communication

Interpersonal skills

Client-focused

Sales mindset

Education

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

RE5, NQF Level 5 certification (desirable)

Tools

CRM systems

Financial software

Job description

About the Role

Our client, a reputable and established financial services institution, is seeking a client-focused and ambitious Sales Consultant to join their growing team in the bustling Randburg, Gauteng area. This role is pivotal in advising clients on a range of financial products and services, including investments, insurance, and wealth management solutions. You will be responsible for understanding client needs, building trust, and developing tailored financial plans to help them achieve their financial goals. The ideal candidate possesses excellent communication and interpersonal skills, a strong understanding of financial markets, and a dedication to providing outstanding client service. This is a prime opportunity for a motivated individual to build a successful career in financial services within a supportive and professional environment in Gauteng.

Key Responsibilities

• Proactively engage with potential and existing clients to understand their financial needs and objectives.
• Provide expert advice and recommendations on a comprehensive suite of financial products and services.
• Develop and present personalized financial plans and solutions tailored to individual client circumstances.
• Build and maintain strong, long-term relationships with clients based on trust and exceptional service.
• Achieve and exceed individual sales targets for financial products and services.
• Stay up-to-date with market trends, financial regulations, and new product offerings.
• Process applications and ensure smooth onboarding of new clients.
• Collaborate with internal teams to ensure seamless client experience and support.
• Adhere to all regulatory requirements and company policies in conduct and practice.
• Participate in continuous professional development and training to enhance knowledge and skills.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Relevant industry certifications (e.g., RE5, NQF Level 5) are highly desirable.
• Minimum of 2-3 years of experience in sales or advisory roles within the financial services industry.
• Proven ability to meet sales targets and build client relationships.
• Strong understanding of financial markets, investment products, insurance, and wealth management principles.
• Excellent communication, listening, and interpersonal skills.
• High level of integrity, professionalism, and client focus.
• Proficiency in relevant financial software and CRM systems.
• Ability to work effectively both independently and as part of a team in the Randburg area.

Benefits

• Competitive base salary with an attractive commission and bonus structure.
• Comprehensive medical and retirement benefits.
• Extensive training programs and support for professional qualifications.
• Opportunities for career advancement into senior advisory or management roles.
• A supportive and collaborative team culture.
• Access to cutting-edge financial planning tools and resources.