SUMMARY:
Multi-Skilled Wills Sales Consultant
POSITION INFO:
Role: Multi-Skilled Wills Sales Consultant Category: Insurance Location: Pretoria Salary: Market-related Are you a results-driven sales professional with a background in financial services or estate planning? Our client, a reputable financial consultant 's firm, is seeking a dynamic and multi-skilled Wills Sales Consultant to join their Alternative Sales team. Key Responsibilities: Client Consultations & Sales : Engage with clients to assess their estate planning needs, conduct telephonic consultations, provide transparent quotes, and meet individual sales targets. Cross-Selling: Actively identify upsell and cross-sell opportunities within our client''s short- and long-term financial solution portfolios. Relationship Management: Build long-term client trust, promptly resolve queries, and maintain meticulous records within the CRM system. Compliance & Finalization: Ensure all sales and documentation strictly align with legal and regulatory standards, collaborating closely with legal partners to finalize and deliver wills. Performance & Collaboration: Track and report daily sales performance to the Sales Manager and participate in active team meetings and daily buzz sessions. Job Requirements: Matric Certification. RE5 and FAIS qualifications are required (e.g., NQF5 Wealth Management). Relevant certifications in estate planning or financial planning are highly advantageous. A tertiary qualification in Business, Law, or a related field will be an added advantage. At least 2 years of proven sales or customer service experience, with a track record of meeting targets. Desirable experience selling both long-term and short-term financial products. High proficiency in CRM software and Microsoft Office applications. Excellent interpersonal, negotiation, and closing skills. Strong organizational skills and a high degree of integrity when handling confidential information.
