Sales Consultant - Financial Services

Placements24; Soweto; On-site; ZAR 180,000 - 340,000; Full time

Benefits offered by this job

Competitive base salary

Attractive commission structure

Comprehensive training

Career advancement

Medical aid

Retirement fund

Job summary

Placements24 in Soweto is seeking a client-focused Sales Consultant to advise on a range of financial products, including investments, insurance, and wealth management. You will understand client goals and recommend suitable products to meet their needs.

The role requires strong financial acumen, excellent interpersonal skills, and a commitment to ethical sales practices within a vibrant Soweto community.

Qualifications

• Proven sales experience in financial services.
• Solid understanding of investments, insurance and wealth management products.
• Excellent communication and relationship-building abilities.
• Commitment to ethical sales practices and client welfare.

Responsibilities

• Consult with clients to assess financial needs, goals, and risk tolerance.
• Provide expert advice on investments, insurance, retirement planning, and loans.
• Develop and present personalized financial solutions.
• Build and maintain long-term client relationships through regular follow-ups.

Skills

Sales experience

Financial product knowledge

Interpersonal skills

Ethical selling

Education

RE1/RE5 certifications

Tools

CRM systems

Job description

About the Role

Our client, a reputable financial services institution, is seeking a dedicated and client-focused Sales Consultant to join their team in **Soweto, Gauteng**. This role involves providing expert advice and solutions to clients regarding a range of financial products, including investments, insurance, and wealth management. You will be responsible for understanding clients' financial goals and recommending suitable products and services to meet their needs. The ideal candidate will possess strong financial acumen, excellent interpersonal skills, and a commitment to ethical sales practices. This is an excellent opportunity to build a rewarding career in the financial sector within the vibrant **Soweto** community.

Key Responsibilities

• Consult with clients to assess their financial needs, goals, and risk tolerance.
• Provide expert advice and recommendations on a variety of financial products such as investments, insurance, retirement planning, and loans.
• Develop and present personalized financial solutions to clients.
• Build and maintain strong, long-term relationships with clients through regular follow-ups and exceptional service.
• Achieve and exceed individual sales targets for financial products and services.
• Stay informed about market trends, new financial products, and regulatory changes.
• Ensure compliance with all company policies, procedures, and relevant financial regulations.
• Generate new leads through networking, referrals, and community engagement within Soweto .
• Process applications and documentation accurately and efficiently.
• Educate clients on the features and benefits of various financial instruments.

Requirements

• Proven experience in sales, preferably within the financial services industry.
• Strong understanding of financial products, investment principles, and market dynamics.
• Excellent communication, listening, and interpersonal skills.
• Ability to explain complex financial concepts in a clear and understandable manner.
• Demonstrated ability to meet sales targets and build client relationships.
• Integrity and a strong commitment to ethical conduct.
• Relevant certifications (e.g., RE1, RE5) or willingness to obtain them.
• Proficiency in financial planning software and CRM systems is a plus.
• Good knowledge of the **Soweto** area and its community is advantageous.
• A clean criminal record and credit history.

Benefits

• Competitive base salary with an attractive commission structure.
• Comprehensive training programs and ongoing professional development.
• Opportunities for career advancement within a leading financial institution.
• Medical aid and retirement fund contributions.
• Supportive team environment and management.
• Incentives and awards for top performers.