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Gauteng: Wills Sales Consultant posted by Finding Personnel (Pty) Ltd

Wills Sales Consultant

Posted on 2025-04-03

Employer Finding Personnel (Pty) Ltd
Salary 12000
Category Insurance And Investments
Location Gauteng  /  Gauteng

Job Summary

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: Permanent

Key

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.

Wills Sales Consultant position available in Gauteng, Gauteng. This job position was posted by Finding Personnel (Pty) Ltd. The job has been posted as a char8000 ad on 2025-04-03 at 01:34:31 in the Insurance And Investments category

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