Sales Person (Deceased Estate) - CPT Southern Suburbs

Recruiter:

Hewitt Colenbrander Recruitment / HC Recruit

Job Ref:

DBN000096/LB

Date posted:

Friday, May 9, 2025

Location:

Constantia, South Africa

Salary:

Monthly

SUMMARY:
DBN000096 - Business Development - Deceased Estate & Wills Planning - CPT Southern Suburbs

Purpose of the job:
To grow the clients footprint within South Africa.

Required Qualifications

Relevant Degree
Optional: Professional network within legal, accounting, or financial advising circles
Passionate about people and Estate Planning
Good working knowledge of Trust Law and basic knowledge of income tax.
Financial services industries.
Sales and/or marketing experience
Private Banking Experience

POSITION INFO:
Technical Competencies and responsibilities

Promoting and selling Estate Planning services: Estate Planning Strategies, Will preparation, Trust formation.
Assist in the administrative aspects of trusts, such as maintaining records, distributing assets, and ensuring compliance with trust documents.
Building and maintaining relationships with clients who are seeking estate planning services, understanding their needs, and providing ongoing support.
Serve as the first point of contact for prospective clients seeking trust and estate planning services.
Identifying potential clients, attending introductory meetings, onboarding new clients and developing marketing strategies to promote the firm's estate planning services.
Coordinate with design and communications teams for website updates, digital content and promotional materials.
Collaborating with other professionals, such as real estate agents, lawyers, and accountants, to build referral networks and generate leads for estate planning business.

Behavioural Competencies:

Enthusiastic
Positive attitude
Demonstrate strong listening, written and oral communication skills
Great and clear communication and interpersonal skills

Please Note: Only candidates with the minimum requirements will be considered.

Similar jobs you might be interested in:

Sales Person (Deceased Estate) - CPT Southern Suburbs
Location: Constantia
Salary: Monthly
DBN000096 - Business Development - deceased estate & Wills Planning - cpt southern suburbs Purpose of the job: To grow the clients footprint within South Africa.Required QualificationsRelevant DegreeOptional: Professional network within legal, accounting, or financial advising circlesPassionate about people and estate PlanningGood working knowledge of Trust Law and basic knowledge of inco...
4 days ago

Chapter Lead - People Development- Led, Mentored, developed Tech teams - Remote - Permanent
Location: Cape Town
Salary: Market related
Chapter Lead - People Development- Led, Mentored, developed Tech teams - Remote - Permanent
1 day ago

Senior Broker
Location: Somerset West
Salary:
1 day ago

Growth Marketing Manager
Location: Cape Town
Salary: R 45 000
This SaaS-based eCommerce solutions provider helps businesses in wholesale, distribution, and retail streamline their online operations. Their platform connects popular ERP and accounting systems (like SAP, Sage, and SYSPRO) with leading eCommerce platforms such as Shopify, WooCommerce, and Magento, as well as online marketplaces like Amazon and Takealot. The system is designed to automate invento...
4 days ago

Customer Success Consultant
Location: Cape Town
Salary:
A leading software company is expanding! We're on the lookout for a dynamic Customer Success Consultant to uphold our standard of client support. Your mission? To ensure our customers receive unparalleled assistance, managing and resolving inquiries with precision and care.Somerset West | Permanent | In-Office | R20 - R24K
4 days ago

Sales Account Exec
Location: Cape Town
Salary:
A fast scaling fintech payments business based in Cape Town is looking for a strong Business Development Consultant to join their team. You could be Jhb based but would need to travel at least 2 weeks of the month.
4 days ago

Public Relations Officer
Location: Cape Town
Salary:
4 days ago

Debtors / Payroll Clerk - Manufacturing - Western Cape
Location: Cape Town
Salary: Monthly
A well-established flexible packaging manufacturing company requires the above to be responsible for managing the debtors’ book, ensuring timely collection of outstanding amounts, accurate processing of invoices and receipts, and maintaining effective credit control as well as being responsible for the preparation and processing of payroll.
6 days ago

Chapter Lead - People Development Manager - Remote- Permanent
Location: Cape Town
Salary: Market related
Chapter, Lead, People, Development, Manager, Remote, Permanent,
6 days ago

Data Specialist
Location: Cape Town
Salary: 20 000
A Leading Software Company is expanding!Looking for an enthusiastic and outgoing person who is interested in: Property Management, SoftwareSolutions, Business Development and sales.Somerset West | Permanent | In-Office | R20K - R24K
7 days ago