Sales Representative - Financial Services

Placements24; Stellenbosch; Hybrid; ZAR 300.000 - 600.000; Vollzeit

Benefits dieser Stelle

Commission & bonus

Training & certifications

Hybrid work

Zusammenfassung

Placements24 in Paarl, Western Cape, is seeking a driven Sales Representative for a hybrid role that blends client meetings in person and virtual engagements. You will offer a range of financial products and services, build lasting client relationships, and tailor solutions to meet financial goals while upholding ethical sales practices.

The ideal candidate has a minimum of 3 years in sales within financial services, FAIS accreditation, and strong communication skills.

Qualifikationen

• Minimum of 3 years of experience in sales, preferably within financial services or insurance.
• Proven ability to meet and exceed sales targets.
• Strong knowledge of financial products, investment principles, and wealth management strategies.
• Excellent communication, presentation, and interpersonal skills.
• Ability to build rapport and establish credibility with clients.
• A relevant financial services qualification (e.g., FAIS accreditation) is essential.
• Proficiency in CRM software and MS Office.
• Ability to work independently and as part of a team in a hybrid work model.
• Reside in or commute regularly to Paarl, Western Cape.
• A high level of integrity and commitment to client best interests.

Aufgaben

• Develop and implement sales strategies to achieve targets for financial products and services.
• Identify potential clients through networking, referrals, and lead generation activities.
• Conduct detailed needs analysis with clients to understand financial objectives and risk tolerance.
• Present and explain complex financial products and services clearly.
• Build and maintain strong, trusting relationships with clients.
• Process applications, manage client portfolios, and provide ongoing support.
• Stay updated on financial market trends, regulatory changes, and product offerings.
• Collaborate with internal teams to ensure seamless client onboarding and service delivery.
• Adhere to all industry regulations and company compliance policies.

Kenntnisse

Sales experience

CRM

Financial products knowledge

Communication skills

Regulatory knowledge

Ausbildung

FAIS accreditation

Tools

CRM software

MS Office

Jobbeschreibung

About the Role

Our client, a reputable financial services provider, is looking for a driven Sales Representative to join their team in **Paarl, Western Cape**. This role focuses on engaging with individuals and businesses to offer a range of financial products and services, including investments, insurance, and wealth management solutions. You will be responsible for building strong client relationships, understanding their financial goals, and recommending appropriate products to meet their needs. The ideal candidate possesses excellent communication and interpersonal skills, a strong understanding of financial markets, and a commitment to ethical sales practices. This hybrid role allows for client meetings both in person and virtually, with office-based activities for planning and administration.

Key Responsibilities

• Develop and implement sales strategies to achieve individual and team targets for financial products and services.
• Identify potential clients through networking, referrals, and lead generation activities.
• Conduct detailed needs analysis with clients to understand their financial objectives and risk tolerance.
• Present and explain complex financial products and services in a clear and concise manner.
• Build and maintain strong, trusting relationships with clients.
• Process applications, manage client portfolios, and provide ongoing support.
• Stay updated on financial market trends, regulatory changes, and product offerings.
• Collaborate with internal teams to ensure seamless client onboarding and service delivery.
• Adhere to all industry regulations and company compliance policies.

Requirements

• Minimum of 3 years of experience in sales, preferably within the financial services or insurance industry.
• Proven ability to meet and exceed sales targets.
• Strong knowledge of financial products, investment principles, and wealth management strategies.
• Excellent communication, presentation, and interpersonal skills.
• Ability to build rapport and establish credibility with clients.
• A relevant financial services qualification (e.g., FAIS accreditation) is essential.
• Proficiency in CRM software and MS Office.
• Ability to work independently and as part of a team in a hybrid work model.
• Reside in or commute regularly to **Paarl, Western Cape**.
• A high level of integrity and commitment to client best interests.

Benefits

Our client offers a competitive base salary complemented by a generous commission and bonus structure based on performance. Employees receive comprehensive training and development opportunities, support for professional certifications, and a supportive team environment. The hybrid work arrangement provides flexibility in managing client interactions and administrative tasks. This is an excellent opportunity for a motivated sales professional to advance their career in financial services within the **Paarl** region.