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Sales Consultant - Financial Services
Job in
Pretoria, 0002, South Africa
Listed on 2026-09-21
Listing for:
Placements24
Full Time
position Listed on 2026-09-21
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
About the Role
Our client is seeking a dedicated and knowledgeable Sales Consultant specializing in Financial Services to join their team in Pretoria . You will be responsible for advising clients on a range of financial products and services, helping them achieve their financial goals. This role demands excellent interpersonal skills, a strong understanding of financial markets, and a commitment to ethical sales practices.
You will work closely with clients to understand their unique needs and provide tailored solutions, contributing to their financial well-being and our firm's reputation in Pretoria and beyond.
- Consult with clients to understand their financial situation, goals, and risk tolerance.
- Recommend and sell appropriate financial products, such as investments, insurance, and retirement plans.
- Provide ongoing financial advice and support to clients to help them manage their wealth effectively.
- Maintain up-to-date knowledge of financial markets, regulations, and product offerings.
- Build and nurture long-term client relationships based on trust and expertise.
- Ensure compliance with all regulatory requirements and company policies.
- Proven experience in sales within the Financial Services industry.
- Strong knowledge of investment products, insurance, and retirement planning.
- Excellent communication, interpersonal, and client relationship management skills.
- Relevant certifications (e.g., RE1, NQF Level
5) are highly desirable. - Ability to work independently and as part of a collaborative team.
- A commitment to ethical conduct and client advocacy.
- Competitive base salary plus performance-based commission.
- Comprehensive benefits package, including medical aid and retirement contributions.
- Extensive training and professional development opportunities.
- A stable and reputable firm in the heart of Gauteng .
- Supportive team environment focused on client success.
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