Sales Representative - Financial Services

Placements24; Stellenbosch Local Municipality; Hybrid; ZAR 240.000 - 360.000; Vollzeit

Benefits dieser Stelle

Comprehensive training

Certification support

Commission and bonus

Hybrid work arrangement

Zusammenfassung

Placements24 is seeking a driven Sales Representative for a financial services client in Paarl, Western Cape. The role focuses on engaging individuals and businesses to offer investments, insurance, and wealth management solutions, building strong client relationships and understanding financial goals.

The position is hybrid, with client meetings in person and virtually, and includes comprehensive training, certification support, and a generous commission/bonus structure to reward performance.

Qualifikationen

• Minimum 3 years of sales experience in financial services or insurance.
• Proven ability to meet and exceed sales targets.
• Strong knowledge of financial products, investments, and wealth management concepts.

Aufgaben

• Develop and implement sales strategies to achieve targets.
• Identify potential clients via networking, referrals, and lead gen.
• Conduct needs analysis to understand financial objectives and risk tolerance.
• Present complex financial products in a clear manner.
• Build and maintain trusting client relationships.
• Process applications and manage client portfolios.
• Stay updated on market trends and regulatory changes.
• Collaborate with internal teams for smooth onboarding and service delivery.
• Adhere to all industry regulations and compliance policies.

Kenntnisse

Communication skills

Building client relationships

Negotiation

Sales targeting

Ausbildung

FAIS accreditation

Tools

CRM software

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.