Sales Person (Deceased Estate) - CPT Southern Suburbs

Recruiter:

Hewitt Colenbrander Recruitment / HC Recruit

Job Ref:

DBN000096/LB

Date posted:

Friday, May 9, 2025

Location:

Constantia, South Africa

Salary:

Monthly

SUMMARY:
DBN000096 - Sales Person - Deceased Estate & Wills Planning - CPT Southern Suburbs

Purpose of the job:
To grow the clients footprint within South Africa.

Required Qualifications

Relevant Degree
Optional: Professional network within legal, accounting, or financial advising circles
Passionate about people and Estate Planning
Good working knowledge of Trust Law and basic knowledge of income tax.
Financial services industries.
Sales and/or marketing experience
Private Banking Experience

POSITION INFO:
Technical Competencies and responsibilities

Promoting and selling Estate Planning services: Estate Planning Strategies, Will preparation, Trust formation.
Assist in the administrative aspects of trusts, such as maintaining records, distributing assets, and ensuring compliance with trust documents.
Building and maintaining relationships with clients who are seeking estate planning services, understanding their needs, and providing ongoing support.
Serve as the first point of contact for prospective clients seeking trust and estate planning services.
Identifying potential clients, attending introductory meetings, onboarding new clients and developing marketing strategies to promote the firm's estate planning services.
Coordinate with design and communications teams for website updates, digital content and promotional materials.
Collaborating with other professionals, such as real estate agents, lawyers, and accountants, to build referral networks and generate leads for estate planning business.

Behavioural Competencies:

Enthusiastic
Positive attitude
Demonstrate strong listening, written and oral communication skills
Great and clear communication and interpersonal skills

Please Note: Only candidates with the minimum requirements will be considered.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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