Treasury Sales Consultant

The Talent Room; George; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A recruiting agency in George is seeking a dynamic Sales Consultant to spearhead client acquisition and contribute to business expansion. The role involves developing solid client relationships, attaining sales targets, and performing market analysis. Candidates should have a proven sales track record within financial services and possess strong communication and relationship management skills. The position offers professional development opportunities and a supportive workplace culture.

Benefits

Tailored staff financial wellness benefits

Access to an employee wellness provider

Professional development and growth opportunities

Strong, supportive organisational culture

Qualifications

• Proven track record in sales, ideally within financial services, treasury solutions, or related sectors.
• Experience working with corporate clients, direct clients, and key introducers.
• Ability to work independently and proactively generate new business.

Responsibilities

• Develop, maintain, and strengthen relationships with direct clients and key introducers.
• Actively prospect, canvass, and execute strategies to acquire new business.
• Use CRM tools to track performance and report progress.

Skills

Sales

Client Relationship Management

Communication

Negotiation

Presentation

Education

Relevant financial or business qualification

Tools

CRM tools

Job description

Our client in George is seeking a dynamic and results-driven Sales Consultant to join their growing team. This role offers an exciting opportunity to contribute directly to business expansion through new client acquisition, strategic relationship management, and the execution of market growth initiatives.

Description

• Client Acquisition & Relationship Management: Develop, maintain, and strengthen relationships with direct clients and key introducers to ensure long-term engagement and retention.
• Sales & Business Development: Actively prospect, canvass, and execute strategies to acquire new business, including corporate and direct clients. Achieve and exceed sales targets.
• Market & Competitor Analysis: Track industry trends and competitor activity to refine sales strategies and identify opportunities.
• Onboarding & Compliance: Ensure adherence to internal processes and regulatory requirements while maintaining accurate and up-to-date client records.
• Training & Knowledge Sharing: Participate in training programmes and contribute to knowledge-sharing initiatives across the organisation.
• Stakeholder Engagement: Represent the organisation at industry events, strengthen key relationships, and identify new business opportunities.
• Sales Reporting & Analysis: Use CRM tools to track performance, monitor pipelines, and report progress to support strategy refinement.

Requirements

• Proven track record in sales, ideally within financial services, treasury solutions, or related sectors.
• Experience working with corporate clients, direct clients, and key introducers.
• Relevant financial or business qualification (advantageous).
• Excellent relationship management and client service skills.
• Ability to work independently and proactively generate new business.
• Strong communication, negotiation, and presentation abilities.
• Knowledge of treasury solutions and financial markets (beneficial).

What We Offer

• Tailored staff financial wellness benefits.
• Access to an employee wellness provider.
• Professional development and growth opportunities.
• A strong, supportive organisational culture.

Please note only candidates that meet the minimum requirements will be considered.