Sales Consultant Position

Closing Date: 26 July 2024

Our client is the largest locally developed software solution for financial advisors serving the corporate and independent financial advisory market. Our client has a persistent focus on innovation to develop next-generation technologies for financial advisors.

Experience in Financial Services and an inclination to work with software will be to your advantage.

You will report to the Sales and Support Manager

We offer a basic salary with commission.

Permanent position | Remote



  • Make appointments and demonstrate our software to potential users in the Financial Sector Industry.
  • Assist new users to transition to and use the software.
  • Establish a network of potential clients that you can follow up with.
  • Maintain a professional image of yourself and the business on social media, using only approved material.
  • Achieve set sales targets
  • Hunting for new business within allocated geographic regions and generate new sales leads.
  • Maintain customer relationships once account has been acquired with a view to growing the service and revenue base.
  • Maintain existing clients (even those not signed up).
  • Establish customer needs, developing opportunities and expand the company’s customer base.
  • Update Leads management system daily/weekly.
  • Processing and solving customer queries.
  • Prepare and present proposals and presentations to clients.
  • Ensure that client engagements are performed within the standards laid down by management.



  • Minimum NQF 4 qualification / Matric or equivalent / B.Com Degree
  • Minimum 3 years’ experience in sales
  • Proven work experience of at least 2 years in the Financial Industry
  • A strong focus on lead generation and sales
  • Computer literate
  • Ability to work under pressure
  • Strong communication skills (verbal and written communication).
  • Self-starter and self-driven attitude
  • Ability to work in a team

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