Wills & Estates Consultant

 

Recruiter:

DK Consulting

Job Ref:

DS/LB

Date posted:

Tuesday, August 3, 2021

Location:

CapeTown, South Africa

Salary:

R20K per month guaranteed for 6 months, thereafter commission


SUMMARY:
Join top Life Insurance company and market Wills & Estates product to clients

POSITION INFO:

  • Maintaining a 70% sales conversion ratio of the Product
  • Gathering accurate information for the drafting of the Wills
  • Issuing of quotations
  • Ensuring all compliance is complied with
  • Liaising with internal departments on processing issues
  • Follow-up and tracking of business submitted
  • Developing and maintaining relationships with Financial Advisers
  • Communicating effectively with the Financial Adviser and Identify opportunities
  • Building relationships with internal departments to ensure superior service is offered to clients
  • Participating in proactive sales and marketing initiatives


 

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



 

 

 

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