Senior Sales Consultant - Financial Services

Placements24; Centurion; Hybrid; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Performance-based bonuses

Profit sharing

Access to client leads and marketing

Health, retirement and life insurance

Support for advanced certifications

Remote work flexibility in Centurion

Job summary

Placements24 is seeking a seasoned Senior Sales Consultant to join their prestigious financial services team in Centurion. This role requires a deep understanding of financial products and a proven ability to advise clients on investment strategies, wealth management, and risk mitigation.

You will manage a portfolio of high-net-worth individuals and corporate clients, providing expert guidance and building trust through exceptional service.

Qualifications

• Extensive experience in financial advisory sales or wealth management.
• Strong knowledge of investment products, market trends and financial regulations.
• Excellent client relationship management and communication skills.
• Bachelor’s degree in Finance, Economics, or related field; CFP/CFA desirable.

Responsibilities

• Provide expert financial advice and customized solutions to a diverse clientele.
• Develop and implement sales strategies for high-net-worth clients and expand relationships.
• Analyze client financial situations and recommend appropriate investment products and services.
• Ensure compliance with regulatory requirements and company policies.
• Achieve and surpass sales targets for financial products and services.

Skills

Financial advisory sales

Wealth management

Client relationship management

Communication skills

Regulatory knowledge

Education

Bachelor's degree in Finance or Economics

CFP or CFA certification

Job description

About the Role

Our client is seeking a seasoned Senior Sales Consultant to join their prestigious financial services team in Centurion . This role requires a deep understanding of financial products and a proven ability to advise clients on investment strategies, wealth management, and risk mitigation. You will manage a portfolio of high-net-worth individuals and corporate clients, providing expert guidance and building trust through exceptional service. We are looking for a proactive professional who can leverage their expertise to drive significant revenue growth and maintain the highest standards of client advisory services within a demanding market.

Key Responsibilities

• Provide expert financial advice and customized solutions to a diverse clientele.
• Develop and implement sales strategies to acquire new high-net-worth clients and expand existing relationships.
• Analyze client financial situations and recommend appropriate investment products and services.
• Ensure compliance with all regulatory requirements and company policies.
• Achieve and surpass sales targets for financial products and services.

Requirements

• Extensive experience in financial advisory sales or wealth management.
• In-depth knowledge of investment products, market trends, and financial regulations.
• Excellent client relationship management and communication skills.
• Relevant certifications (e.g., CFP, CFA) are highly desirable.
• Bachelor's degree in Finance, Economics, or a related discipline.

Benefits

• Highly competitive salary with performance-based bonuses and profit sharing.
• Access to exclusive client leads and a robust marketing support system.
• Comprehensive benefits including health, retirement planning, and life insurance.
• Opportunities for advanced professional certifications and continuous learning.
• Remote work flexibility, allowing for a significant degree of autonomy in managing your schedule and client interactions from Centurion .