Multi Skilled Wills Sales Consultant

SUMMARY:
RE5 & FAIS Qualified Sales Professional | Wills, Estate Planning & Financial Services | Hazelwood, Pretoria

POSITION INFO:

We are seeking a driven Multi Skilled Wills Sales Consultant to join a growing financial services team in Hazelwood, Pretoria.

The successful candidate will be responsible for consulting with clients regarding estate planning requirements, promoting wills services, generating sales opportunities, and identifying cross-selling opportunities across a broader range of financial products.

This position is ideal for a sales-focused professional who enjoys client engagement, relationship-building, and achieving ambitious sales targets.

Key Responsibilities

• Conduct client consultations.
• Promote and sell wills services.
• Generate quotations and proposals.
• Build and maintain client relationships.
• Identify cross-selling opportunities.
• Manage CRM records and client information.
• Ensure compliance with legal and regulatory requirements.
• Achieve sales targets and performance metrics.
• Liaise with legal partners regarding will finalisation.

Minimum Requirements

• Grade 12.
• RE5 Qualification.
• FAIS Qualification.
• Minimum 2 years'' sales or customer service experience.
• Proven sales track record.
• Strong communication and relationship-building skills.
• CRM and Microsoft Office proficiency.

Advantageous Experience

• Wealth Management.
• Financial Planning.
• Estate Planning.
• Long-Term Insurance.
• Short-Term Insurance.
• Legal Services Sales.

Important Requirement

Candidates must currently reside within a 30km radius of Hazelwood, Pretoria. This is a strict non-negotiable requirement.