Senior Sales Consultant - Gauteng Financial Services

Placements24; Sandton; Hybrid; ZAR 900,000 - 1,500,000; Full time

Benefits offered by this job

Uncapped commission

Medical aid

Retirement planning

Professional development

Remote work

Job summary

Placements24 is seeking a Senior Sales Consultant in Sandton, Gauteng. The role focuses on selling sophisticated financial products to high-net-worth individuals and corporate clients, with a remote work setup and strong emphasis on relationship management and regulatory compliance.

The ideal candidate has 5+ years in financial services sales, deep market knowledge, and proven success in high-value targets.

Qualifications

• 5+ years of proven sales experience in financial services (investments/wealth).
• Demonstrated track record of meeting/exceeding sales targets in high-value client segments.
• Deep knowledge of financial markets, investment vehicles, and wealth management.
• Excellent communication, negotiation, and interpersonal skills.
• Able to work remotely with strong self-management and accountability.
• CFP/CFA or related qualifications preferred; strong compliance ethic.

Responsibilities

• Identify and acquire high-net-worth and corporate clients in Sandton/Gauteng.
• Build and maintain trusted client relationships through regular contact.
• Provide tailored investment, wealth management, and financial planning advice.
• Meet and exceed personal sales targets and contribute to team goals.
• Perform financial needs analyses, understand objectives and risk profiles.
• Stay informed on market trends and regulatory changes affecting clients.
• Collaborate with internal specialists to deliver comprehensive service.
• Explain complex financial concepts and product features clearly.
• Manage a client portfolio with focus on retention and satisfaction.

Skills

Sales experience

Client relationship management

Financial markets knowledge

Negotiation

Remote work

Education

CFP

CFA

NQF 4/5

Tools

CRM software

Financial planning software

Job description

About the Role

Our client, a prestigious financial services institution, is seeking a highly skilled and experienced Senior Sales Consultant to join their dynamic team in Sandton, Gauteng. This role focuses on driving sales for a range of sophisticated financial products and services to high-net-worth individuals and corporate clients. The ideal candidate will possess a deep understanding of financial markets, investment strategies, and client relationship management. This position offers a remote work arrangement, providing significant flexibility while requiring excellent self-management and communication skills. You will leverage your expertise to provide tailored financial advice, build lasting client relationships, and achieve ambitious sales targets within the affluent Sandton market and the broader Gauteng region. This is an exceptional opportunity for a top-performing sales professional to excel in a challenging and rewarding environment.

Key Responsibilities

• Proactively identify and acquire new high-net-worth and corporate clients within the Sandton and Gauteng financial services market.
• Develop and maintain strong, trusted relationships with clients through regular communication and personalized service.
• Provide expert advice and tailored solutions on investment products, wealth management, and financial planning.
• Achieve and consistently exceed personal sales targets and contribute to team objectives.
• Conduct thorough financial needs analyses to understand client objectives and risk profiles.
• Stay informed about market trends, economic conditions, and regulatory changes affecting the financial services industry.
• Collaborate with internal specialists to ensure comprehensive client support and service delivery.
• Effectively communicate complex financial concepts and product features to clients.
• Manage a client portfolio, ensuring ongoing client satisfaction and retention.
• Maintain strict adherence to all compliance and regulatory requirements.

Requirements

• Minimum of 5 years of proven experience in sales within the financial services sector, focusing on investments, wealth management, or corporate finance.
• Demonstrated success in meeting and exceeding sales targets, particularly within a high-value client segment.
• In-depth knowledge of financial markets, investment vehicles, and financial planning principles.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work effectively and independently in a fully remote environment.
• Strong ethical standards and commitment to compliance.
• Relevant professional qualifications (e.g., CFP, CFA, NQF Level 4/5) are highly preferred.
• Proficiency in CRM systems and financial planning software.
• Self-motivated, results-driven, and client-focused.
• A strong professional network within the Gauteng financial community is a significant advantage.

Benefits

• Competitive base salary coupled with an attractive, uncapped commission structure.
• Comprehensive medical aid, retirement planning, and other benefits.
• Opportunities for professional development, advanced certifications, and career progression.
• Work remotely with the flexibility to manage your own schedule.
• Access to a strong brand reputation and established client base.
• Engage with affluent clients in the prestigious Sandton area.
• Continuous training on financial products and market insights.
• Supportive team environment fostering professional growth.