Senior Sales Consultant

Placements24; Kimberley; On-site; ZAR 700,000 - 1,100,000; Full time

Benefits offered by this job

Competitive salary with performance-dr

Commissions and bonuses

Medical and retirement benefits

Job summary

Placements24 is seeking an experienced Senior Sales Consultant for its Kimberley office to drive growth in financial advisory services. You will manage a portfolio of high-net-worth and corporate clients, offering expert guidance on investments, insurance, and wealth management.

The role requires a proven sales track record, deep market knowledge, and exceptional communication and presentation skills. A strong ethical foundation and compliance focus are essential for success in this professional

Qualifications

• Minimum of 6 years of experience in financial sales, wealth management, or investment advisory.
• Proven ability to meet and exceed sales quotas consistently.
• Strong understanding of financial markets, investment vehicles, and financial planning principles.
• Excellent communication, negotiation, and presentation skills.
• Ability to build trust and rapport with clients through professional conduct and expertise.
• Proficiency in financial planning software and CRM systems.
• Bachelor's degree in Finance, Economics, Business, or a related field.

Responsibilities

• Develop and execute strategic sales plans to achieve revenue and client acquisition targets.
• Build and maintain strong, long-lasting relationships with high-net-worth individuals and corporate clients.
• Conduct in-depth financial needs assessments and provide tailored advisory services.
• Present and sell a range of financial products and solutions, including investments, insurance, and wealth management services.
• Manage the entire client lifecycle from initial contact to ongoing relationship management.
• Stay abreast of market trends, regulatory changes, and new financial products.
• Collaborate with internal product specialists and support teams to ensure optimal client outcomes.
• Adhere strictly to compliance regulations and ethical standards in all client interactions.

Skills

Client relationship management

Negotiation

Sales strategy

Communication skills

Presentation skills

Education

Bachelor's degree in Finance/Economics/Business

CFP/CFA/FAIS accreditation preferred

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client, a distinguished firm specializing in financial advisory services, is seeking an experienced Senior Sales Consultant to join their established practice in Kimberley. This role requires a highly professional individual with a proven track record in consultative sales and a deep understanding of financial markets. You will be responsible for building and managing a client portfolio, providing expert advice, and driving sales of our client's comprehensive financial products. Working within a professional office environment, you will collaborate with a team of dedicated professionals to deliver exceptional value to clients. We are looking for a strategic thinker with excellent client relationship management skills and a commitment to ethical sales practices. This is a significant opportunity to advance your career in financial services with a reputable organization.

Key Responsibilities

• Develop and execute strategic sales plans to achieve revenue and client acquisition targets.
• Build and maintain strong, long-lasting relationships with high-net-worth individuals and corporate clients.
• Conduct in-depth financial needs assessments and provide tailored advisory services.
• Present and sell a range of financial products and solutions, including investments, insurance, and wealth management services.
• Manage the entire client lifecycle from initial contact to ongoing relationship management.
• Stay abreast of market trends, regulatory changes, and new financial products.
• Collaborate with internal product specialists and support teams to ensure optimal client outcomes.
• Adhere strictly to compliance regulations and ethical standards in all client interactions.

Requirements

• Minimum of 6 years of experience in financial sales, wealth management, or investment advisory.
• Proven ability to meet and exceed sales quotas consistently.
• Strong understanding of financial markets, investment vehicles, and financial planning principles.
• Excellent communication, negotiation, and presentation skills.
• Ability to build trust and rapport with clients through professional conduct and expertise.
• Relevant financial certifications (e.g., CFP, CFA, FAIS accreditation) are highly preferred.
• Proficiency in financial planning software and CRM systems.
• Bachelor's degree in Finance, Economics, Business, or a related field.

Benefits

• Highly competitive salary with uncapped commission and performance bonuses.
• Comprehensive medical and retirement benefits.
• Opportunities for professional development, advanced certifications, and industry recognition.
• Access to a robust client base and referral network.
• Supportive team environment and dedicated back-office support.
• Potential for career advancement into senior advisory or management roles.
• Attractive client entertainment budget.