Field Sales and Service Consultant (Financial Services) Welkom
Smollan Financial Services · Welkom, Free State
Overview
Smollan Financial Services is looking for a Field Sales and Service Consultant to drive sales of financial products in Welkom. You will build client relationships, manage a portfolio, and identify new business opportunities. This permanent full time role suits someone with a diploma or degree and a strong sales track record who enjoys working in the field and helping customers find financial solutions.
About the role
As a Field Sales and Service Consultant at Smollan Financial Services in Welkom, you will be the face of the company in your region, helping customers understand and access financial products that suit their needs.
What the role involves:
- Actively seeking out new business opportunities and building a pipeline of prospective clients.
- Conducting sales presentations, product demonstrations, and consultations with potential clients.
- Managing client accounts and building strong, lasting relationships to maximise sales opportunities.
- Providing exceptional service to new and existing clients, responding promptly to inquiries and offering tailored financial solutions.
- Developing a deep understanding of the company's financial products and staying up to date with industry trends.
- Maintaining accurate records of sales activities and client interactions in CRM systems.
- Ensuring all sales activities comply with relevant regulations and internal policies.
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 within 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.
- Valid driver's licence and own transport is advantageous for field work.
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 assigned region.
- Manage client accounts and build strong, lasting relationships to maximise sales opportunities.
- Provide exceptional service to new and existing clients, responding promptly to 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.
- Provide after sales support to ensure customer satisfaction.
- Develop a deep understanding of financial products and educate clients on features and benefits.
- Maintain accurate records of sales activities and client interactions in CRM systems.
- Ensure all sales activities comply with relevant regulations and internal policies.
Job details
- Organisation
- Smollan Financial Services
- Location
- Welkom, Free State
- Job type
- Full time
- Experience level
- Junior (2+ years)
- Education
- Diploma
- Category
- Sales & Business Dev
- Application Method
- Apply online
Success Guide
For this field sales role in Welkom, emphasise your ability to build trust with clients and your track record of meeting sales targets. The company values a consultative approach, so prepare examples of how you have tailored solutions to customer needs. Since you will be working in the field, show that you are self motivated and comfortable managing your own schedule. Make sure your CV clearly highlights your diploma or degree and any sales experience in financial services. A valid driver's licence is useful for this role, so mention it if you have one. Good luck with your application!
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