Wealth & Insurance Sales Consultant

Placements24; Paarl; On-site; ZAR 320,000 - 520,000; Full time

Benefits offered by this job

Competitive base salary + commissions

Medical aid and retirement benefits

Professional development and training

Client retention bonuses

Team collaboration in Paarl

Job summary

Placements24 in Paarl, Western Cape, is seeking a dedicated Sales Consultant in the financial services sector to build client relationships and tailor financial planning solutions, including investments, insurance, and wealth management.

You will prospect, consult clients, perform needs analyses, present comprehensive plans, and strive to meet sales targets while upholding ethical standards and professional integrity.

Qualifications

• Minimum of 3 years of sales experience, preferably in financial services, insurance, or investments.
• Proven track record of meeting or exceeding sales targets.
• Strong knowledge of financial planning principles, investment products and insurance solutions.
• Excellent communication, presentation and interpersonal skills.
• Demonstrated ability to build rapport and trust with clients.

Responsibilities

• Engage with potential and existing clients to understand their financial needs and objectives.
• Provide expert advice and tailored recommendations on investments, insurance, retirement planning, and estate planning.
• Develop and present comprehensive financial plans to clients.
• Manage a portfolio of clients, ensuring ongoing satisfaction and identifying opportunities for additional services.
• Conduct thorough needs analyses and risk assessments for each client.
• Stay up-to-date with market trends, regulations and new product developments.
• Adhere to industry compliance standards and ethical sales practices.
• Achieve sales targets and contribute to team objectives.
• Build and maintain a professional network within the Western Cape community.
• Provide regular updates and reports on sales activities and client portfolio performance.

Skills

Sales excellence

Interpersonal skills

Client relationship management

Presentations

Negotiation

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

RE5 (desirable)

CFP designation (desirable)

Job description

Placements24 in Paarl, Western Cape, is seeking a dedicated Sales Consultant in the financial services sector to build client relationships and tailor financial planning solutions, including investments, insurance, and wealth management.

You will prospect, consult clients, perform needs analyses, present comprehensive plans, and strive to meet sales targets while upholding ethical standards and professional integrity.