About the position
Investment Sales Co-Ordinator Can you turn a lead into a sale? Is this you? What you'll be doing (and why you'll enjoy it Where you'll be doing it What you'll need What you'll get How to apply
Newlands, Cape Town
Basic + commission
You're a confident communicator who thrives on engaging with people and uncovering potential opportunities. You enjoy building relationships, asking the right questions, and are driven by results. Naturally persuasive and self-motivated, you're comfortable picking up the phone and taking the lead. You're methodical with a strong sense of ownership and love working in a dynamic, goal-oriented environment.
You'll be the first point of contact for new inbound and outbound leads, reaching out, qualifying interest, and ensuring they align with the ideal client profile. Using your communication skills, you'll set up meetings for the Sales team and keep warm leads engaged over time. You'll manage all your touchpoints through a CRM system, tracking trends, and providing useful feedback to help optimise outreach and conversion. It's a fast-paced role where your efforts directly impact the sales pipeline and overall business growth.
You'll be joining a well-established financial advisory firm known for its excellence in both local and offshore investments. The company operates in a supportive, team-driven environment that champions continuous learning and personal development. With a strong reputation in the financial services sector, their culture rewards initiative and provides real career progression opportunities.
You'll bring 1 years' experience in sales, lead generation, or customer engagement, ideally with some financial services exposure. You're fluent in both English and Afrikaans and have excellent verbal and written communication skills. Confidence, resilience, and the ability to qualify leads effectively are essential, along with a proactive, results-focused mindset.
Expect a competitive package combining basic salary with commission and bonuses. You'll have a clear career growth path, ongoing learning opportunities, and the chance to make a real impact in a thriving business.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- Sales Support
Desired Work Experience:
- 1 to 2 years
Desired Qualification Level:
- Grade 12 / Matric
