Senior Financial Advisor — Wealth & Investment Solutions

Placements24; Benoni; On-site; ZAR 360,000 - 480,000; Full time

Benefits offered by this job

Competitive base salary with bonuses

Medical aid, pension, life insurance

Professional development & training

Job summary

Placements24 in Benoni, Gauteng, is seeking a highly experienced Senior Sales Consultant to expand our client's financial product portfolio and client base. This client-facing role requires deep knowledge of financial markets, exceptional relationship management, and the ability to advise on investments, wealth management, and retirement planning.

Based in Benoni with strong communication skills, you will identify opportunities, meet sales targets, maintain CRM records, stay compliant, and

Qualifications

• Proven experience as a Sales Consultant or Financial Advisor.
• Deep knowledge of investment products, insurance, retirement planning, and wealth management strategies.
• Excellent communication, interpersonal, and presentation skills.
• Based in or willing to commute to Benoni.

Responsibilities

• Proactively identify and engage potential clients in Benoni and surrounding areas.
• Provide expert advice on financial products including investments, insurance, and retirement planning.
• Develop and nurture long-term client relationships.
• Meet and exceed sales targets for financial products and services.
• Conduct financial needs analyses and present comprehensive solutions.
• Stay updated on market trends, regulatory changes, and new financial products.
• Collaborate with internal support teams for onboarding and service delivery.
• Maintain accurate client records and manage sales pipeline using CRM.
• Adhere to compliance and regulatory requirements within the financial services industry.

Skills

Sales experience

Investment products knowledge

Communication skills

Interpersonal skills

Education

Bachelor's degree in Finance, Economics, Business

Tools

CRM software

Financial planning tools

Job description

Placements24 in Benoni, Gauteng, is seeking a highly experienced Senior Sales Consultant to expand our client's financial product portfolio and client base. This client-facing role requires deep knowledge of financial markets, exceptional relationship management, and the ability to advise on investments, wealth management, and retirement planning.

Based in Benoni with strong communication skills, you will identify opportunities, meet sales targets, maintain CRM records, stay compliant, and