Wealth & Investments Advisor – Client Growth Specialist

Placements24; Upington; On-site; ZAR 180,000 - 280,000; Full time

Benefits offered by this job

Commission and bonus structure

Medical/health benefits

Retirement fund

Professional development and training

Team environment and support

Job summary

Placements24 in Upington, South Africa, is seeking a results-driven Sales Representative to advise clients on financial products including investments, insurance, and wealth management solutions. You will build lasting client relationships, assess financial goals, and tailor strategies to secure long‑term prosperity.

The role requires excellent communication, a solid grasp of financial markets, ethical conduct, and willingness to travel within the region to meet clients.

Qualifications

• Proven sales experience in financial services, banking, insurance or investments.
• A relevant qualification or certification in financial planning or related field is desirable.
• Strong understanding of financial markets, investment principles and insurance products.
• Excellent communication, negotiation and client relationship skills.
• Ability to explain complex financial concepts clearly.
• High ethical standards and client confidentiality.
• Self-motivated with a results-oriented approach and strong work ethic.
• Proficiency with financial planning software and CRM systems.
• Valid driver’s license and willingness to travel locally for client meetings.
• Ability to work independently and manage a client base.

Responsibilities

• Develop and maintain a portfolio of clients, providing comprehensive financial advice.
• Promote and sell financial products and services, including investment opportunities, insurance policies, and retirement planning.
• Assess clients' financial needs, risk tolerance, and goals to provide personalized recommendations.
• Build and nurture long-term relationships with clients, ensuring ongoing satisfaction.
• Achieve and exceed individual sales targets for various financial products.
• Stay up-to-date with market trends, regulations, and new product offerings.
• Conduct regular reviews with clients to monitor progress and adjust strategies as needed.
• Ensure compliance with industry regulations and company policies.
• Collaborate with internal support teams to facilitate client transactions.
• Represent the company professionally in client interactions and community engagement.

Skills

Communication

Negotiation

Client relationships

Self-motivated

Ethics

Independence

Travel readiness

Education

Financial planning certification

Tools

CRM systems

Financial planning software

Job description

Placements24 in Upington, South Africa, is seeking a results-driven Sales Representative to advise clients on financial products including investments, insurance, and wealth management solutions. You will build lasting client relationships, assess financial goals, and tailor strategies to secure long‑term prosperity.

The role requires excellent communication, a solid grasp of financial markets, ethical conduct, and willingness to travel within the region to meet clients.