Senior Sales Consultant - Financial Services

Placements24; Bloemfontein; On-site; ZAR 600,000 - 1,000,000; Full time

Benefits offered by this job

Medical aid

Retirement fund benefits

Training programs

Career progression opportunities

Job summary

Placements24, a prestigious financial advisory firm, seeks a Senior Sales Consultant in Bloemfontein, Free State. You will identify prospective clients, analyze needs, and deliver tailored financial plans and investment strategies while converting opportunities into revenue.

Ideal candidate has 5+ years in financial services, strong client relationships, and solid knowledge of investments, insurance and retirement planning.

Qualifications

• 5+ years in a sales or advisory role within financial services.
• Proven track record of meeting/exceeding sales targets in financial product sales.
• Strong knowledge of investments, insurance, retirement planning, and wealth management.
• Bachelor's degree in finance/economics/business.

Responsibilities

• Identify and cultivate new client relationships in Bloemfontein and Free State.
• Conduct financial needs analyses for prospective and existing clients.
• Present tailored financial plans and investment strategies.
• Educate clients on investments, insurance, and retirement planning.
• Achieve and exceed individual sales targets and contribute to team goals.
• Maintain knowledge of market trends and regulatory changes.
• Build and nurture long-term client relationships.
• Ensure compliance with regulatory requirements in financial services.
• Collaborate with internal teams for onboarding and service delivery.
• Represent Placements24 professionally within Bloemfontein community.

Skills

Sales targets

Client relationships

CRM software

Financial planning

Education

Bachelor's degree in Finance/Economics/Business

Job description

About the Role

Our client, a prestigious and well-established financial advisory firm, is seeking a highly skilled and motivated Senior Sales Consultant to join their team in **Bloemfontein, Free State**. This role is pivotal in driving the growth of Our client's client base by providing expert financial advice and solutions. You will be responsible for identifying potential clients, understanding their financial goals, and developing personalized strategies to meet their needs. The ideal candidate possesses a deep understanding of financial markets, excellent client relationship management skills, and a proven ability to achieve sales targets. This position offers a challenging yet rewarding career path within the financial services sector in the **Free State** province. This role requires a strong client-facing presence and extensive knowledge of financial products.

Key Responsibilities

• Proactively identify and cultivate new client relationships within **Bloemfontein** and the surrounding **Free State** region.
• Conduct comprehensive financial needs analyses for prospective and existing clients.
• Develop and present tailored financial plans and investment strategies.
• Educate clients on a range of financial products and services, including investments, insurance, and retirement planning.
• Achieve and exceed individual sales targets and contribute to team objectives.
• Maintain up-to-date knowledge of financial market trends, economic conditions, and regulatory changes.
• Build and nurture long-term relationships with clients, ensuring their continued satisfaction and loyalty.
• Adhere to all compliance and regulatory requirements in the financial services industry.
• Collaborate with internal support teams to ensure seamless client onboarding and service delivery.
• Represent Our client professionally within the **Bloemfontein** community.

Requirements

• A minimum of 5 years of experience in a sales or advisory role within the financial services industry.
• Proven track record of successfully meeting and exceeding sales targets in financial product sales.
• Strong understanding of investment products, insurance, retirement planning, and wealth management principles.
• Excellent communication, interpersonal, and presentation skills.
• Ability to build trust and rapport with clients from diverse backgrounds.
• Proficiency in financial planning software and CRM systems.
• Relevant professional certifications (e.g., CFP, NQF Level 5) are highly desirable.
• Strong ethical conduct and a commitment to client-centricity.
• Ability to work independently and manage time effectively in a client-facing role.
• Bachelor's degree in Finance, Economics, Business, or a related field.

Benefits

• Competitive base salary with an attractive commission and bonus structure.
• Comprehensive medical aid and retirement fund benefits.
• Extensive training and development programs to enhance financial expertise.
• Opportunities for career progression into leadership roles within Our client's organization.
• A supportive and collaborative team environment focused on client success in **Bloemfontein**.