Positioned within an established financial technology firm specialising in revenue-tracking web applications, this hybrid role is critical for driving client acquisition through product demonstrations to warm leads. It offers an ambitious sales professional or industry graduate the opportunity to manage their own pipeline within a supportive team environment, emphasising relationship-building rather than high-pressure commission structures.
Key Responsibilities
Product Demonstrations: Conduct highly engaging, consultative software demonstrations to qualified, warm leads, articulating the clear value proposition of the platform.
Pipeline Management: Maintain consistent follow-up with prospects, moving them seamlessly through the conversion process and managing data accuracy within the CRM system.
Lead Generation: Identify, research, and prospect new market opportunities specifically within the Independent Financial Adviser (IFA) and financial advisory landscape.
Collaborative Structuring: Partner with the internal team to refine sales messaging, share client feedback, and continuously improve conversion metrics.
Requirements
Language Proficiency: Absolute fluency in both English and Afrikaans (written and spoken) is an essential, non-negotiable requirement.
Experience Baseline: At least 3 years of experience in a sales, client-facing, or financial services roleOR a highly driven recent graduate holding a relevant tertiary degree.
Industry Alignment: A genuine interest or background in fintech and financial services, with a strong preference for individuals coming directly from the financial advisory field.
Presentation Confidence: High comfort level presenting and demonstrating software interfaces to prospective business clients.
Location & Setup: Must be based in or near Paarl to accommodate the expected hybrid office routine.
Preferred Qualifications
Prior experience working directly with Independent Financial Advisers (IFAs).
Existing foundational knowledge of the fintech or financial advisory sector in South Africa.
Required Software Skills
CRM Software (Customer Relationship Management)
Video/Online Presentation Tools
Web-based Application Navigation
Benefits
Competitive, market-related basic salary providing financial stability without the pressure of a commission-heavy structure.
Comprehensive group benefits.
Inclusive, honest, and supportive team environment with visible recognition for daily contributions.
Clear pathways for professional growth into broader corporate sales or account management functions.