Will Sales Consultant

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.

POSITION INFO:
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. 

• 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.