Will Sales Consultant

Pretoria - South Africa

Monthly Salary: Not Disclosed

Posted on: 3 days ago

Vacancies: 1 Vacancy

Department:

Sales

Job Summary

Responsible for engaging with clients to promote and sell services relating to wills/last testaments. This role involves conducting client consultations reviewing wills ensuring compliance with legal and regulatory standards while achieving individual sales targets.

Key Responsibilities:

Client Consultations and Sales:
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.
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.

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.
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.

Required Experience:

Contract

Key Responsibilities:

Client Consultations and Sales:
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.
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.

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.
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.

Required Experience:

Contract