Job Description
About the Role
The Wills Sales Consultant role at Deka Minas (Pty) Ltd involves engaging with clients to promote and sell wills and estate planning services, while ensuring compliance with all relevant legal and regulatory requirements.
Key Responsibilities
- Engage with clients to understand their estate planning needs and provide tailored solutions.
- Promote and sell wills services while consistently achieving individual sales targets.
- Conduct telephonic consultations to identify opportunities for upselling and cross-selling.
- Generate and present accurate quotations, ensuring transparency and clear communication.
- Build and maintain strong, trust-based relationships with clients to ensure satisfaction and retention.
- Respond to client queries and concerns promptly and professionally.
- Maintain accurate and up-to-date records of client interactions and sales activities within the CRM system.
- Ensure that all sales activities and related documentation adhere to legal and regulatory standards.
- Work closely with legal partners to finalise and deliver wills to clients.
- Ensure client data and documentation are handled with the highest levels of confidentiality and integrity.
- Meet or exceed individual and team sales targets as set by the Sales Manager.
- Track and report on individual sales performance, providing regular feedback to management.
- Participate in daily sales sessions and team meetings to share insights and best practices.
- Stay informed of industry trends, estate planning legislation, and best practices.
- Attend training sessions and workshops to enhance product knowledge and sales capability.
Requirements
- Matric Certificate.
- RE5 and FAIS qualifications are mandatory (e.g. NQF 5 Wealth Management).
- Relevant certifications in estate planning or financial planning are advantageous.
- A tertiary qualification in Business, Law, or a related field is advantageous.
Qualifications
No specific qualifications mentioned.
Salary & Benefits
Salary details not specified.
Working Conditions
- Standard working hours: 08:00 to 17:00, Monday to Friday (additional hours may be required).
- Availability to work Saturdays (09:00 to 12:00) by special arrangement.
- Minimum of one late shift per week from 10:00 to 19:00.
Core Competencies
- Customer-focused mindset with a commitment to service excellence.
- Adaptability and resilience in a fast-paced sales environment.
- Strong problem-solving and decision-making skills.
- Proactive, self-motivated approach to achieving targets and overcoming challenges.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Insurance Jobs in Gauteng
The Other Insurance (OI) industry is a significant sector in Gauteng, South Africa, offering a range of career opportunities for professionals with the right skills and experience. Typically, OI roles are in demand across various industries, including financial services, technology, and manufacturing, as companies seek to manage and mitigate risks associated with their operations.
Generally, OI specialists in Gauteng can expect salaries that vary widely depending on factors such as level of experience, company size, and industry sector. While broad salary ranges cannot be provided due to the variable nature of these factors, it is common for experienced OI professionals to earn between R600 000 and R1 200 000 per annum, while entry-level roles may start at around R300 000 to R500 000 per annum. However, salaries can fluctuate depending on individual circumstances.
Common skills required for OI roles in Gauteng include expertise in financial management, risk analysis, data interpretation, communication, and project management. Other essential skills often include proficiency in insurance software, analytical thinking, problem-solving, and the ability to work under pressure. Many OI professionals also hold relevant certifications or degrees in fields such as actuarial science, business administration, or economics.
The financial services sector is a significant employer of OI professionals in Gauteng, with other industries such as technology and manufacturing also commonly hiring for these roles. Other sectors that may employ OI specialists include healthcare, construction, and logistics. In terms of career development, many OI professionals in Gauteng progress to senior roles within their current organisations or move into related fields such as risk management, auditing, or claims handling.
For those seeking a career in OI, it is essential to develop a broad range of skills and experience, often through formal education and training. Many OI professionals in Gauteng have pursued certifications such as the Fellow of the Institute of Actuaries (FIA) or the Chartered Insurance Practitioner (CIP). Building strong relationships with clients, colleagues, and stakeholders is also crucial for success in this field.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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