Sales Executive – Financial Services

• Client Engagement: Build strong relationships with prospective and existing clients, understanding their needs and offering suitable financial solutions.
• Generate Leads: Identify and pursue new business opportunities through networking and referrals.
• Market Research: Stay informed about industry trends and competitor offerings to effectively position the solutions in the market.
• Presentations & Proposals: Deliver compelling presentations and create customized proposals to close sales deals.
• Pipeline Management: Maintain an organized sales pipeline using CRM tools, ensuring consistent follow-up and relationship management.

• Proven experience in sales, business development, or client relationship management (experience in financial services is a plus).
• Strong negotiation, communication, and interpersonal skills.
• A target-driven mindset with a passion for exceeding goals.
• Ability to understand and present complex financial terms in a simple, engaging manner.
• Self-motivated with strong organizational and time-management skills.

• Matric (Bachelor’s degree in Business, Finance, or a related field is advantageous).
• Valid driver’s license and own reliable vehicle.
• 1 – 2 years’ experience in corporate environment is a plus.
• Bilingual – English and Afrikaans are a plus

• Competitive salary.
• Initial and ongoing sales and product training to support your career growth.
• Exciting incentives and rewards for top performers.
• Opportunities for advancement within a growing company.
• A supportive and energetic team environment.

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