Banking, Financial Services & Insurance Sales Specialist
- Location
- Gauteng
- Minimum qualification
- Matric / Grade 12
- Closing date
First listed . Last checked at source .
In brief
Overview This role at SMD Technologies is for a Banking, Financial Services & Insurance Sales Specialist. The primary objective is to identify, develop, and manage new business opportunities specifically within the financial services industry, including banks, financial institutions, fintechs, insurers, brokers, and related organizations. It is a new-business-focused position centered on consistent prospecting, relationship development, and pipeline management to open new accounts and cultivate them into long-term customers. The specialist will need to navigate larger corporate environments, engaging with multiple stakeholders like procurement, IT, operations, and business-unit decision-makers. What you will do * Identify and prospect for new B2B opportunities within the banking, financial services and insurance sectors. * Develop and maintain a pipeline of prospective corporate clients. * Research target organizations and identify procurement, IT, operations and business-unit decision-makers. * Build relationships with multiple stakeholders within large organizations. * Conduct cold calling, email prospecting, networking and other business-development activities. * Arrange and attend client meetings and site visits. * Identify client requirements and develop suitable product solutions. * Promote SMD products including computers, monitors, headsets, accessories, workplace equipment and other technology solutions. * Identify opportunities across departments, branches, offices and business units. * Manage longer sales cycles and maintain consistent follow-up with prospective clients. * Prepare and coordinate proposals and quotations with internal teams. * Develop newly acquired accounts and identify opportunities for repeat and expanded business. * Identify cross-selling and up-selling opportunities across SMD’s product portfolio. * Maintain accurate records of prospects, activities, opportunities and client interactions. * Work closely with internal sales administration and order-processing teams to ensure a smooth transition from sale to fulfilment. * Achieve agreed sales targets and business-development KPIs. * Monitor market developments, corporate projects and procurement opportunities within the financial services sector. * Attend relevant industry events and networking opportunities. * Perform other sales-related and ad hoc duties as required. Requirements (from the original advert) * Grade 12 / Matric. * Relevant tertiary qualification in Sales, Marketing, Business Management, Finance or a related field will be advantageous. * Minimum 3 years’ experience in B2B sales, business development or corporate sales. * Proven experience prospecting and developing new corporate accounts. * Experience selling technology, electronics, workplace equipment or business solutions will be advantageous. * Experience dealing with banks, financial institutions, insurers, fintechs or large corporate organizations will be advantageous. * Strong understanding of corporate sales processes and longer sales cycles. * Excellent networking, communication, negotiation and presentation skills. * Ability to engage confidently with multiple stakeholders and decision-makers. * Strong commercial awareness and business-development skills. * Self-motivated, persistent and target-driven. * Strong computer literacy, including Microsoft Office. * Valid driver’s license and willingness to travel for client meetings and site visits. Who should apply An ideal candidate for this role is someone who is highly driven, commercially minded, self-motivated, persistent, and target-driven. They should possess strong commercial awareness and business-development skills, along with excellent networking, communication, negotiation, and presentation abilities. The candidate must be capable of confidently engaging with multiple stakeholders and decision-makers, and have proven experience in prospecting and developing new corporate accounts within a B2B sales, business development, or corporate sales environment. Deadline Not specified Reference Original posting: https://www.myjobmag.co.za/job/banking-financial-services-insurance-sales-specialist-smd-technologies Source: myjobmag
Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.
At a glance
- At least 3 years of experience.
- Microsoft Office
- Cold calling
Extracted automatically from the advert; confirm requirements on the original listing.
Job description
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