Job Description
About the Role
As a Will Sales Consultant, you will be responsible for engaging with clients to understand their estate planning needs and providing tailored solutions. You will promote and sell our wills services, achieving individual sales targets, while also conducting telephonic consultations to identify upsell opportunities.
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.
- Handle client information and documents with confidentiality and integrity.
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 specific qualifications mentioned.
Salary & Benefits
Salary details not specified.
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.
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