Senior Sales Consultant - Sandton Metro Area

Placements24; Sandton; Hybrid; ZAR 600,000 - 1,000,000; Full time

Benefits offered by this job

Competitive commissions

Base salary

Medical aid & retirement planning

Life insurance

Professional development

Job summary

Placements24 is recruiting an experienced Senior Sales Consultant for a distinguished financial advisory firm serving the Sandton metropolitan area. This remote-first role allows you to manage client interactions from a home office while maintaining a strong professional presence in the Sandton financial community.

You will develop strategic sales plans, engage high-net-worth clients, assess needs, tailor investment strategies, and manage client portfolios to drive long-term growth.

Qualifications

• 5+ years in financial sales or wealth management.
• Proven track record of meeting high-net-worth targets.
• Strong knowledge of markets and investment products.
• Excellent communication and remote presentation skills.
• CFP/CFA considered a plus.

Responsibilities

• Develop strategic sales plans to acquire new clients and grow assets.
• Engage high-net-worth and corporate clients for advisory services.
• Conduct financial needs analyses and tailor investment recommendations.
• Maintain client relationships and portfolios aligned with goals.
• Stay updated on market trends and regulatory changes.
• Collaborate with internal teams for seamless service.
• Maintain accurate client records using CRM and portfolio systems.
• Represent the firm professionally within the Sandton area.
• Pursue ongoing professional development and accreditations.

Skills

Financial sales

Wealth management

CRM proficiency

Communication skills

Remote work

Education

Bachelor's in Finance/Economics/Business

Tools

CRM software

Financial planning software

Job description

About the Role

Our client, a distinguished financial advisory firm, is seeking an experienced Senior Sales Consultant to join their high-performing team, serving the affluent **Sandton** metropolitan area. This role is designed for a sales professional with a proven ability to generate leads, build trust, and provide expert financial solutions to a discerning clientele. You will be responsible for understanding client financial goals, recommending appropriate investment strategies, and managing client portfolios to ensure long-term satisfaction and growth. As this is a remote-first position, you will have the flexibility to manage your client interactions and administrative tasks from a home office, while still maintaining a strong professional presence within the **Sandton** financial community. We are looking for a results-driven individual with a deep understanding of financial markets and exceptional client relationship management skills.

Key Responsibilities

• Develop and implement strategic sales plans to achieve targets for new client acquisition and asset growth in the **Sandton** area.
• Proactively identify and engage high-net-worth individuals and corporate clients for financial advisory services.
• Conduct in-depth financial needs analysis and provide tailored investment and wealth management recommendations.
• Build and nurture strong, long-lasting relationships with clients, acting as their trusted financial advisor.
• Manage client portfolios, ensuring alignment with their financial objectives and risk tolerance.
• Stay abreast of market trends, economic conditions, and regulatory changes impacting financial investments.
• Collaborate with internal support teams to ensure seamless service delivery and client satisfaction.
• Maintain accurate client records and track sales activities using CRM and portfolio management systems.
• Represent the firm professionally and ethically in all client dealings within the **Sandton** metropolitan area.
• Continuously enhance knowledge of financial products and advisory best practices.

Requirements

• Minimum of 5 years of experience in financial sales, wealth management, or a similar client-facing advisory role.
• Proven track record of achieving and exceeding sales targets, particularly within the high-net-worth segment.
• Strong understanding of financial markets, investment products, and wealth management strategies.
• Exceptional communication, interpersonal, and presentation skills, with the ability to build trust and rapport remotely.
• Relevant professional certifications (e.g., CFP, CFA) are highly desirable.
• Ability to work independently, manage time effectively, and maintain high productivity in a remote setting.
• Proficiency in CRM systems and financial planning software.
• A deep understanding of the **Sandton** financial landscape and client expectations.
• High ethical standards and a commitment to client best interests.
• Bachelor's degree in Finance, Economics, Business, or a related field.

Benefits

• Highly competitive commission-based earnings with a generous base salary.
• Comprehensive medical aid, retirement planning, and life insurance benefits.
• Access to advanced financial planning tools and market intelligence.
• Flexible remote working arrangements with potential for client meetings at premium Sandton locations.
• Opportunities for continuous professional development and industry accreditations.
• A supportive network of colleagues and senior leadership.

Be part of a reputable firm known for excellence in financial advisory services.