Financial Services Specialist

3 weeks ago


Johannesburg, Gauteng, South Africa Capital Recruit Full time
Job Overview

A leading alternative investment firm is seeking an experienced sales consultant to join their team at their offices. As they navigate a period of growth, we require sophisticated individuals with a passion for finance to help us raise capital. Successful candidates will sell bespoke private equity opportunities and financial investment products, primarily within South Africa.

Key Responsibilities:
  • Actively seek out new sales opportunities through lead generation, networking, and social media.
  • Develop relationships with prospects and clients, understanding their needs to propose suitable investment solutions.
  • Ensure the achievement and exceedance of sales goals set by the business.
  • Uphold the highest level of compliance procedures.
  • Provide an exceptional customer experience, nurturing long-term relationships.
Minimum Requirements:
  • Bachelors degree in Commerce, Finance, Marketing, or a related field.
  • Proven sales experience.
  • Excellent communication skills.
  • Proficient in Microsoft Excel, Word, and PowerPoint.

Own a car and be willing to travel.

Preferred Qualifications:
  • FSCA experience and/or selling financial products. A network of potential investors that would be willing to look at bespoke alternative investments.
  • We Offer: A competitive basic CTC of R15 000 plus attractive commission and incentives. Intensive training for the initial 3 months to equip you with a deep understanding of our business, products, and clients. Opportunities for career growth, including the potential to build your own sales team. A flexible working environment. If you are enthusiastic, self-motivated, and eager to build a long and successful career within our innovative firm.


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