Job Responsibilities:
1) Proactively identify and qualify new sales leads to expand the client base
2) Schedule and conduct meetings with prospective clients to understand their financial needs and goals
3) Demonstrate the company's products and services, highlighting how they can benefit the client
4) Negotiate terms, close sales and provide ongoing support to maintain strong client relationships
5) Work collaboratively with the broader sales team to share best practices and identify new opportunities
6) Maintain accurate records of all sales activities and performance in the company's CRM

Job Requirements:
1) Proven track record of success in a sales or client-facing role, preferably within the financial services industry
2) Strong communication and interpersonal skills to engage effectively with clients
3) Ability to think critically, problem-solve and provide tailored solutions
4) Excellent time management and organisational skills to juggle multiple priorities
5) A competitive spirit and drive to exceed sales targets
6) Relevant tertiary qualification or equivalent experience