Retail Financial Sales Consultant

Department: Distribution – Retail Channel
Reports to: Regional Team Lead
Location:Gauteng Region - Dis-Chem Stores

This role is designed for Retail Sales Professionals ready to launch a career in Financial Services!

We're looking for individuals who thrive on the retail floor, naturally connect with people, and have a talent for creating opportunities wherever they go. You are someone who builds relationships with ease, earns trust quickly, and has probably been told more than once that you can talk to and sell to anyone.

This opportunity is ideal for experienced retail sales professionals who don't just work in sales but genuinely enjoy engaging with customers and delivering exceptional service. If retail sales is where your strengths shine and you're ready to make your mark in the financial services industry, this could be the perfect next step in your career.

This role is for a retail sales professional who knows that every conversation is an opportunity.

At Dis-Chem Life, thousands of customers walk through our stores every day. Behind every customer is a family, a goal, a responsibility, or someone they care about. Your role is to build meaningful connections, identify needs, and introduce financial solutions that provide protection, security, and peace of mind.

Success in this role comes from connecting with people, building trust, and creating value through authentic conversations. We're looking for someone who is confident, approachable, naturally engaging, and skilled at turning customer interactions into sales opportunities.

This opportunity is ideal for a retail professional who has built their career through face-to-face sales, relationship building, and customer engagement. Someone who thrives on the retail floor, actively creates opportunities, and understands that great sales often begin with a genuine conversation.

As a Retail Financial Sales Consultant, you will actively engage customers on the retail floor and turn everyday store visits into meaningful financial conversations.

This is not a desk-based role. You will be expected to confidently approach customers, ask the right questions, understand their needs and introduce suitable Dis-Chem Life insurance solutions.

• Proactively engage customers throughout the store rather than waiting for customers to approach you.
• Identify suitable opportunities to start conversations with customers in a natural, respectful and confident way.
• Ask thoughtful questions to understand customers’ immediate needs, financial concerns and family responsibilities.
• Introduce and explain Dis-Chem Life’s funeral, individual life and other insurance solutions in simple, relatable language.
• Turn initial conversations into meaningful consultations and quality sales opportunities.
• Recommend solutions that are relevant to the customer’s needs, circumstances and affordability.
• Build trust quickly through strong listening, confident communication and genuine interest in the customer.
• Guide customers through the digital quotation, application and verification process.
• Use a tablet, computer, CRM system and other digital tools to manage customer information, follow-ups and sales activity.
• Maintain an active pipeline of prospective customers and follow up consistently on opportunities.
• Work collaboratively with store teams, including customer-facing employees, to create awareness and generate appropriate customer referrals.
• Achieve agreed sales, conversion, activity and customer-service targets.
• Maintain accurate records and complete all required customer and compliance documentation.
• Protect customers by following all approved sales, advice, quality and Treating Customers Fairly requirements.
• Take ownership of…