Wills Sales Consultant

SUMMARY:
Wills Sales Consultant

POSITION INFO:

Minimum Required Qualifications:
• 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.

Minimum Required Experience:
• At least 2 years of experience in sales, customer service, or a similar role.
• Experience in selling both long term and short-term products are highly desirable.
• Proven track record of achieving sales targets.
Required Skills & Attributes:
• Strong interpersonal and communication skills.
• Ability to build rapport and trust with clients.
• Results-driven with excellent negotiation and closing skills.
• Proficiency in CRM systems and Microsoft Office applications.
• High level of professionalism, integrity, and customer focus.
• Attention to detail and strong organizational skills.
• Ability to work independently and as part of a team.
• Working Conditions:
• Working hours: 8:00 AM to 5:00 PM, Monday to Friday (longer hours may be required).
• 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.
• Competencies:
• Customer-focused mindset with a commitment to delivering exceptional service.
• Adaptability and resilience in a dynamic sales environment.
• Problem-solving and decision-making skills.
• Initiative and proactive approach to achieving targets and overcoming challenges.