Field Sales Agent for Financial Services, Kimberley
Smollan Financial Services · Kimberley, Northern Cape
Overview
Smollan Financial Services is looking for a Field Sales Agent in Kimberley to promote financial products, build client relationships, and drive sales in the region. If you have a diploma or degree and a passion for sales, this permanent full time role offers a great opportunity to grow your career in financial services while helping customers find solutions that fit their needs.
About the role
As a Field Sales Agent with Smollan Financial Services in Kimberley, you will be the face of the company in your region, driving sales and promoting financial products to new and existing clients. You will build strong relationships, manage a client portfolio, and identify new business opportunities to provide tailored solutions that meet customer needs.
What you will do:
- 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 your region.
- Manage client accounts and build lasting relationships to maximize sales opportunities.
- Provide exceptional service to 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 and ensure timely resolution of issues.
- Ensure high levels of customer satisfaction and retention.
- Provide after-sales support to 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.
- Stay up to date with industry trends, market developments, and competitor products.
- Provide expert advice to help clients make informed decisions.
- Maintain accurate records of sales activities, customer interactions, and product 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 comply with relevant regulations and internal policies.
- Identify and mitigate potential risks associated with the sale of financial products.
- Provide clients with clear and accurate information to avoid mis-selling.
- Stay informed about regulatory changes in the financial services industry.
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, preferably within the financial services or insurance industry (advantageous, not essential)
- Proven track record of meeting or exceeding sales targets
- Strong background in consultative selling and relationship-building
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
- Kimberley, Northern Cape
- Job type
- Full time
- Experience level
- Mid (2+ years)
- Education
- Diploma
- Category
- Sales & Business Dev
- Application Method
- Apply online
Success Guide
This role is perfect for you if you enjoy meeting people and have a knack for sales. Smollan Financial Services values diversity and inclusion, so be yourself in your application. Make sure your CV clearly shows your sales achievements and any experience in financial services. Since a diploma or degree is a must, double check that your qualification is listed. In the interview, be ready to talk about how you build relationships and meet targets. Show your enthusiasm for helping customers find the right financial solutions. Good luck!
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