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Sales Consultant - Financial Services

Job in Pretoria, 0002, South Africa
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.

Key Responsibilities
  • 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.
Requirements
  • 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.
Benefits
  • 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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