Senior Sales Consultant - Financial Services

Placements24; Benoni; Sur place; ZAR 360 000 - 480 000; Plein temps

Avantages offerts par ce poste

Competitive base salary with bonuses

Medical aid, pension, life insurance

Professional development & training

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Sales experience

Investment products knowledge

Communication skills

Interpersonal skills

Formation

Bachelor's degree in Finance, Economics, Business

Outils

CRM software

Financial planning tools

Description du poste

About the Role

Our client, a reputable financial institution, is seeking a highly experienced Senior Sales Consultant to join their team in Benoni, Gauteng. This role focuses on expanding our client's financial product portfolio and client base within the Gauteng region. The ideal candidate will possess a deep understanding of financial markets, exceptional client relationship management skills, and a proven ability to drive sales of complex financial solutions. You will be responsible for identifying and advising potential clients on investment strategies, wealth management, and other financial products, ensuring their financial goals are met. This is a client-facing position based in Benoni, requiring a professional demeanor and excellent communication skills to build trust and foster long-term relationships.

Key Responsibilities

• Proactively identify and engage potential clients seeking financial planning and investment services within Benoni and surrounding areas.
• Provide expert advice and tailored recommendations on a range of financial products, including investments, insurance, and retirement planning.
• Develop and nurture strong, long-term relationships with clients, understanding their financial objectives and risk tolerance.
• Meet and exceed sales targets for financial products and services through effective consultation and closing.
• Conduct thorough financial needs analyses for clients and present comprehensive solutions.
• Stay abreast of market trends, regulatory changes, and new financial products.
• Collaborate with internal support teams to ensure efficient client onboarding and service delivery.
• Maintain accurate client records and manage sales pipeline effectively using CRM systems.
• Adhere strictly to all compliance and regulatory requirements within the financial services industry.

Requirements

• Proven experience as a Sales Consultant or Financial Advisor, with a strong track record in financial product sales.
• Deep knowledge of investment products, insurance, retirement planning, and wealth management strategies.
• Excellent communication, interpersonal, and presentation skills.
• Ability to build trust and rapport with clients from diverse backgrounds.
• Relevant financial certifications (e.g., FAIS accreditation, NQF Level 4/5) are essential.
• Proficiency in CRM software and financial planning tools.
• Bachelor's degree in Finance, Economics, Business, or a related field.
• A client-centric approach and strong ethical standards.
• Based in or willing to commute to Benoni.

Benefits

• Our client offers a competitive base salary coupled with a generous commission and bonus structure tied to performance.
• Comprehensive benefits packages including medical aid, pension fund, and life insurance are provided.
• Employees benefit from ongoing professional development, specialized training in financial markets, and opportunities for career advancement within the financial services sector.
• This role offers the chance to work in a professional Benoni office environment and build a successful career advising clients on their financial futures.