Field Sales Agent for Financial Services in Kuruman
Smollan Financial Services · Kuruman, Northern Cape
Overview
Smollan Financial Services is looking for a Field Sales Agent in Kuruman to drive sales of financial products and build strong client relationships. This permanent, full time role is ideal for someone with a Diploma or Degree in Business, Sales, Marketing or a related field, plus a Matric. You will engage new business opportunities, provide exceptional customer service, and offer tailored financial solutions. If you are a motivated sales professional wanting to grow in the financial services industry, this could be your next step.
About the role
As a Field Sales Agent at Smollan Financial Services in Kuruman, you will be responsible for driving sales of financial products and services within your assigned region. You will engage with new business opportunities, pursue leads, and conduct sales presentations and consultations with potential clients. Building and maintaining strong client relationships is key, as you will manage a client portfolio and provide exceptional customer service to both new and existing clients.
You will also develop a deep understanding of the company's financial products to educate clients and provide expert advice. Keeping accurate records, submitting regular sales reports, and ensuring compliance with regulations are important aspects of the role. This position offers a mix of sales, customer service, and administrative work, all focused on meeting customer needs and achieving sales targets.
Please note: A Diploma or Degree in Business, Sales, Marketing or a related field (NQF 5) is a must for this role.
Requirements
- National Matric Certificate (Grade 12/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 is advantageous but not essential
- Proven track record of meeting or exceeding sales targets is advantageous
- Strong background in consultative selling and relationship-building is advantageous
Responsibilities
- Actively 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, lasting 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
- Develop a deep understanding of the company's financial products and services to effectively communicate their benefits to clients
- 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
- Maintain accurate records of sales activities, customer interactions, and product/service usage
- Prepare and submit regular sales reports and activity summaries to management
- Ensure all sales activities and customer interactions comply with relevant regulations and internal policies
Job details
- Organisation
- Smollan Financial Services
- Location
- Kuruman, Northern Cape
- Job type
- Full time
- Experience level
- Entry (2+ years)
- Education
- Diploma
- Category
- Sales & Business Dev
- Application Method
- Apply manually
Success Guide
When applying for this Field Sales Agent role in Kuruman, make sure your CV clearly shows your sales or customer service experience and your qualification in Business, Sales, or Marketing. Since the role involves working with financial products, highlight any experience you have in the financial services or insurance industry and any proven track record of meeting sales targets. In a potential interview, be ready to discuss how you build client relationships and handle sales targets. Show that you can explain complex products simply to clients. Good luck with your application!
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