Job Description
About the Role
As a Will Sales Consultant at TAC Recruitment, you will be responsible for engaging with clients to understand their estate planning needs and providing tailored solutions. You will promote and sell wills services, achieving individual sales targets, while maintaining strong relationships with clients and ensuring their satisfaction and trust.
Key Responsibilities
- Engage with clients to understand their estate planning needs and provide tailored solutions.
- Promote and sell wills services, achieving individual sales targets.
- Conduct telephonic consultations to identify upsell opportunities.
- Generate and present accurate quotes to clients, ensuring clarity and transparency.
- 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.
- 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.
- 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.
- Stay updated on industry trends, estate planning regulations, and best practices.
- Attend training sessions and workshops to enhance product knowledge and sales skills.
Requirements
- 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.
- Experience in selling both long term and short-term products are highly desirable.
- Proven track record of achieving sales targets.
Qualifications
No formal education or qualifications mentioned.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About IT Sales Jobs in Gauteng
In Gauteng, the IT sales industry is typically one of the fastest-growing sectors, driven by the increasing demand for technology solutions across various industries. This growth has led to a surge in job opportunities for skilled sales professionals who can effectively promote and sell complex IT products. As a result, IT sales roles have become increasingly in-demand, making it an attractive career choice for those with the right skills and experience.
Typically, salaries for IT sales professionals in Gauteng vary widely depending on factors such as level of experience, company size, industry sector, and specific job requirements. Generally, entry-level positions may start at around R30 000 to R50 000 per annum, while senior roles can command salary ranges of R150 000 to R250 000 or more, depending on individual performance and the size of the organisation. However, these are broad estimates and actual salaries can vary significantly based on specific circumstances.
Common skills required for IT sales professionals in Gauteng include technical knowledge of computer hardware and software, excellent communication and interpersonal skills, a strong understanding of industry trends and technologies, and the ability to build rapport with customers and colleagues alike. Other essential skills often include negotiation and closing techniques, project management experience, and a proven track record of meeting or exceeding sales targets.
Many IT sales roles are employed in various industry sectors, including financial services sector, technology industry, manufacturing sector, and government departments. In these environments, IT sales professionals must be able to understand the specific needs and challenges of each organisation, develop tailored solutions, and effectively communicate the benefits of their products or services. The ability to navigate complex technical information and build trust with customers is also highly valued in this field.
Career progression for IT sales professionals in Gauteng often involves moving into senior roles such as account management, team leadership, or product specialist. With experience and a strong track record of success, it is common for IT sales professionals to transition into roles that require more strategic thinking and planning, such as business development or operations management. Ultimately, the goal is to develop a deep understanding of the industry and technology trends, and to leverage this knowledge to drive business growth and success.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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