External Sales Agent for Banking Products in the Boland
Smollan Financial Services · Paarl, Western Cape
Overview
Smollan Financial Services is looking for an External Sales Agent to drive banking product sales across the Boland region, based in Paarl. You will build client relationships, manage a portfolio, and find new business. This full time role offers a basic minimum wage plus commission, making it a great fit for someone with 2 to 4 years of sales or customer service experience who is ready to grow in financial services.
About the role
As an External Sales Agent with Smollan Financial Services, you will be the face of the company in the Boland region, helping clients find the right banking products for their needs. Your days will be varied, from hunting for new business to sitting with clients and explaining product benefits.
What you will be doing:
- Actively seeking out new business opportunities and building a pipeline of prospective clients
- Conducting sales presentations, product demos, and consultations
- Managing client accounts and maintaining strong relationships
- Providing excellent service to new and existing clients
- Educating clients on financial products and staying up to date with industry trends
- Keeping accurate records and submitting sales reports
Please note: This role offers a basic minimum wage salary plus commission. You will need to have a Diploma or Degree in Business, Sales, Marketing, or a related field.
Requirements
- National Matric Certificate (Grade 12 or NQF Level 4)
- Diploma or Degree in Business, Sales, Marketing, or related field (NQF 5) is a must
- 2 to 4 years of experience in sales or customer service, preferably in financial services or insurance
- Proven record of meeting or exceeding sales targets
- Strong background in consultative selling and relationship building
- Excellent communication and negotiation skills
- Ability to solve problems and make decisions
- Analytical thinking and technical proficiency
- Customer centric approach
Responsibilities
- Seek out and engage new business opportunities to drive sales of financial services and products
- Identify and pursue leads to build a pipeline of prospective clients
- Conduct sales presentations, product demonstrations, and consultations with potential clients
- Achieve sales targets and objectives within the specified region or territory
- Manage client accounts and build strong relationships to maximize sales opportunities
- Provide exceptional service to both new and existing clients, responding promptly to their needs and inquiries
- Offer financial solutions tailored to meet the specific needs and goals of clients
- Follow up on client requests, ensuring timely and effective resolution of issues
- Ensure high levels of customer satisfaction and retention
- Provide after sales support to ensure customer satisfaction and resolve any post purchase issues
- Develop a deep understanding of the company's financial products and services
- Educate clients on the features, benefits, and terms of various financial products and services
- Stay up to date with industry trends, market developments, and competitor products
- Provide expert advice to clients to help them make informed decisions
- Maintain accurate records of sales activities, customer interactions, and product or service usage
- Prepare and submit regular sales reports and activity summaries to management
- Complete and maintain client records in CRM systems
- Manage administrative tasks related to the sales process, including proposals, contracts, and service agreements
- Ensure all sales activities and customer interactions comply with relevant regulations and internal policies
- Identify and mitigate any potential risks associated with the sales of financial products and services
- Provide clients with clear and accurate information to avoid mis selling or misunderstanding
- Stay informed about regulatory changes in the financial services industry
Job details
- Organisation
- Smollan Financial Services
- Location
- Paarl, Western Cape
- Job type
- Full time
- Experience level
- Junior (2+ years)
- Education
- Diploma
- Category
- Sales & Business Dev
- Application Method
- Apply online
Success Guide
This role is all about personality and drive. When you apply, make sure your CV clearly shows your sales numbers and targets you have met. In an interview, be ready to talk about how you build relationships with clients and handle rejection. The company values a diverse and inclusive team, so let your unique story shine through. Good luck!
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