Multi-Skilled Wills Sales Consultant | Pretoria

SUMMARY:
Multi-Skilled Wills Sales Consultant | Pretoria

POSITION INFO:

Are you a results-driven sales professional with a background in financial services or estate planning? Our client, a reputable financial consultant’s firm, is seeking a dynamic and multi-skilled Wills Sales Consultant to join their Alternative Sales team.  

Key Responsibilities:

Client Consultations & Sales: Engage with clients to assess their estate planning needs, conduct telephonic consultations, provide transparent quotes, and meet individual sales targets.
Cross-Selling: Actively identify upsell and cross-sell opportunities within our client''s short- and long-term financial solution portfolios.
Relationship Management: Build long-term client trust, promptly resolve queries, and maintain meticulous records within the CRM system.
Compliance & Finalization: Ensure all sales and documentation strictly align with legal and regulatory standards, collaborating closely with legal partners to finalize and deliver wills.
Performance & Collaboration: Track and report daily sales performance to the Sales Manager and participate in active team meetings and daily buzz sessions.



Job 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.
At least 2 years of proven sales or customer service experience, with a track record of meeting targets.
Desirable experience selling both long-term and short-term financial products.
High proficiency in CRM software and Microsoft Office applications.
Excellent interpersonal, negotiation, and closing skills.
Strong organizational skills and a high degree of integrity when handling confidential information.