Job Description
About the Role
We are seeking a results-driven sales professional to join our Alternative Sales team as a Multi-Skilled Wills Sales Consultant. With a background in financial services or estate planning, you will be responsible for driving sales growth and building long-term client relationships.
Key Responsibilities
- Engage with clients to assess their estate planning needs, conduct telephonic consultations, provide transparent quotes, and meet individual sales targets.
- Actively identify upsell and cross-sell opportunities within our client’s short- and long-term financial solution portfolios.
- Build long-term client trust, promptly resolve queries, and maintain meticulous records within the CRM system.
- Ensure all sales and documentation strictly align with legal and regulatory standards, collaborating closely with legal partners to finalize and deliver wills.
- Track and report daily sales performance to the Sales Manager and participate in active team meetings and daily buzz sessions.
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
Qualifications
- No specific qualifications mentioned in the original job description.
Salary & Benefits
- No salary information is provided in the original job description.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Sales Jobs in Tshwane
In Tshwane, South Africa, the sales profession is an in-demand field across various industries. Typically, sales professionals in this region work in fast-paced environments, where they must possess strong communication and interpersonal skills to effectively engage with clients and close deals. Generally, a career in sales can be rewarding, offering opportunities for growth, development, and financial rewards.
The typical salary range for sales positions in Tshwane is broad and varies depending on factors such as experience, company size, industry sector, and performance. Broadly speaking, entry-level sales roles typically offer salary ranges between R200 000 to R400 000 per annum, while experienced sales professionals can earn salaries ranging from R500 000 to R1 million or more per year, depending on individual performance and the specific industry sector.
Common skills required for a successful career in sales include excellent communication and interpersonal skills, the ability to build rapport with clients, and strong negotiation and problem-solving abilities. Additionally, knowledge of market trends, product information, and industry dynamics is often essential. Other valuable skills include strategic thinking, adaptability, and the ability to work independently and as part of a team.
Sales roles are commonly found in various industries, including financial services sector, technology industry, manufacturing sector, and retail. In these sectors, sales professionals play a critical role in driving business growth, identifying new opportunities, and developing customer relationships.
For those interested in pursuing a career in sales, there are typically several career progression paths available. Typically, entry-level sales roles provide an opportunity to develop skills and gain experience before moving into more senior roles, such as team leader or account manager. With experience and additional training, sales professionals can progress to specialist roles, such as business development manager or sales director.
This information provides general career guidance. Actual salaries and requirements vary by employer.
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
[quick_job_alert]
[jobseeker_tips]
How to Apply
Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Latest Job Opportunities
[sa_latest_jobs count=”6″ columns=”2″]
Browse Employers
Job Alerts