Banking, Financial Services & Insurance Sales Specialist

Job Title: Banking, Financial Services & Insurance Sales Specialist

About the Company

We are a fast-growing retail and wholesale distribution business operating in a high-performance warehouse and operational environment. Our people are at the heart of what we do, and we are looking for a hands-on Personal Assistant to support the executive team.

Job Purpose

We are looking for a highly driven and commercially minded Banking, Financial Services & Insurance Sales Specialist to identify and develop new business opportunities across the financial services industry.

The successful candidate will be responsible for prospecting within banks, financial institutions, fintechs, insurers, brokers and related organisations. The role will involve navigating larger corporate environments, engaging multiple stakeholders and developing relationships with procurement, IT, operations and business-unit decision-makers.

This is a new-business-focused role requiring consistent prospecting, relationship development and pipeline management, with the objective of opening new accounts and developing them into long-term SMD customers.

Key Responsibilities:

· 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 organisations and identify procurement, IT, operations and business-unit decision-makers.

· Build relationships with multiple stakeholders within large organisations.

· 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:

· 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 organisations 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 licence and willingness to travel for client meetings and site visits.

*SMD Technologies is an equal opportunity employer and is committed to the principles of employment equity. In accordance with the Company's Employment Equity Plan and the requirements of the Employment Equity Act, preference may be given to suitably qualified candidates from designated groups. Applications from persons with disabilities are encouraged.*

Application Question(s):

• What qualification do you have?
• What is your current and expected salary?
• How many years' experience do you have in Finance?

Work Location: In person