Field Sales Agent for Financial Services in Pretoria North
Smollan Financial Services · Pretoria North, Pretoria
Overview
Smollan Financial Services is looking for a Field Sales Agent to join their team in Pretoria North. This permanent, full time role is perfect for someone who enjoys being out in the field, building relationships with clients, and helping people find financial solutions that suit their needs. If you have a diploma or degree and a passion for sales, this could be a great next step in your career.
About the role
As a Field Sales and Service Consultant, you will be the face of Smollan Financial Services in your assigned region. You will spend your days meeting with potential and existing clients, understanding their financial needs, and offering products that genuinely help them. This is a role for someone who enjoys variety, thrives on connecting with people, and takes pride in delivering excellent service.
You will manage your own client portfolio, follow up on leads, and work towards sales targets. You will also provide after sales support, making sure clients are happy and any issues are resolved quickly. The role involves a mix of sales presentations, product demonstrations, and regular reporting on your activities.
Application Notes: No specific application instructions or documents are mentioned in the listing. Please prepare a detailed CV and any relevant qualifications.
Requirements
- National Matric Certificate (Grade 12 or NQF level 4)
- Diploma or Degree in Business, Sales, Marketing, or a related field (NQF 5) is a must
- 2 to 4 years of experience in sales or customer service, preferably in financial services or insurance, is advantageous but not essential
- Proven track record of meeting or exceeding sales targets
- Strong background in consultative selling and relationship building
- Excellent communication and customer service skills
- Ability to work independently and manage time effectively
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
- 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 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
- Provide expert advice to clients to help them make informed decisions about financial products and services
- 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, ensuring all data is up to date
- 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 sale of financial products or services
- Provide clients with clear and accurate information to avoid mis selling or misunderstanding of financial products
- Stay informed about regulatory changes in the financial services industry to ensure compliance
Job details
- Organisation
- Smollan Financial Services
- Location
- Pretoria North, Pretoria
- Job type
- Full time
- Experience level
- Entry (2+ years)
- Education
- Diploma
- Category
- Sales & Business Dev
- Application Method
- Apply online
Success Guide
When applying for this Field Sales Agent role at Smollan Financial Services, highlight any sales experience you have, even if it was part time or in a different industry. Show that you understand what it means to work with targets and build relationships with clients. If you have a diploma or degree in business, sales, or marketing, make sure that stands out on your CV. In an interview, they will likely ask how you handle rejection and how you stay motivated when working independently. Be ready with examples of times you persuaded someone or turned a no into a yes. Also mention any experience you have with customer service, as this role is as much about keeping clients happy as it is about closing deals. Good luck!
How we help you prepare
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