Wills Sales Consultant

Pretoria, Gauteng, South Africa

Job Description


JOB TITLE: Wills Sales Consultant
AREA: Waterkloof, Pretoria
INDUSTRY: Insurance
Salary / CTC: R 12 000 basic with an earning potential of R 30 000 R 40 000 with your commission and basic combined (Depending on current earnings, qualifications, and experience)
Report to: Wills Sales Manager
Type: PermanentKey Responsibilities:
Client Consultations and Sales:

  • Engage with clients to understand their estate planning needs and provide tailored
  • Promote and sell the clients wills services, achieving individual sales targets.
  • Conduct telephonic or in-person consultations to explain the benefits of wills and estate planning.
  • Generate and present accurate quotes to clients, ensuring clarity and transparency.
Customer Relationship Management:
  • Build and maintain strong relationships with clients, ensuring their satisfaction and trust.
  • Address client queries and concerns promptly and professionally.
  • Maintain accurate records of client interactions and sales activities in the CRM system.
Compliance and Legal Documentation:
  • Ensure all sales activities and documentation comply with legal and regulatory standards.
  • Collaborate with legal partners to finalize and deliver wills to clients.
  • Ensure that all client information and documents are handled with confidentiality and integrity.
Performance and Reporting:
  • Meet or exceed individual and team sales targets as set by the Sales Manager.
  • Track and report on personal sales performance, providing feedback to the Sales Manager.
  • Participate in daily buzz sessions and team meetings to share best practices and insights.
Professional Development:
  • Stay updated on industry trends, estate planning regulations, and best practices.
  • Attend training sessions and workshops to enhance product knowledge and sales skills.
Qualifications and Skills:
Qualifications:
  • Matric Certification.
  • RE5 and FAIS qualifications are required (e.g. NQF5 Wealth Management).
  • Relevant certifications in estate planning or financial planning will be advantageous.
  • A tertiary qualification in Business, Law, or a related field is advantageous.
Skills:
  • Strong interpersonal and communication skills.
  • Ability to build rapport and trust with clients.
  • Results-driven with excellent negotiation and closing skills.
  • Proficiency in CRM systems and Microsoft Office applications.
  • High level of professionalism, integrity, and customer focus.
  • Attention to detail and strong organizational skills.
  • Ability to work independently and as part of a team.
Experience:
  • At least 2 years of experience in sales, customer service, or a similar role.
  • Experience in will services, estate planning, or the financial services industry is highly desirable.
  • Proven track record of achieving sales targets.
Working Conditions:
  • Working hours: 8:00 AM to 5:00 PM, Monday to Friday (longer hours may be required).
  • Availability to work Saturdays (9:00 AM to 12:00 PM) upon special request.
  • At least one late shift per week from 10:00 AM to 7:00 PM.

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Job Detail

  • Job Id
    JD1408500
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    R30000 - 40000 per month
  • Employment Status
    Permanent
  • Job Location
    Pretoria, Gauteng, South Africa
  • Education
    Not mentioned