Wills Sales Consultant

Elevate your sales career by joining a dynamic team dedicated to making a meaningful difference in clients' financial futures. Our client, an established organization within the insurance and sales industries, is seeking a proactive Wills Sales Consultant who is passionate about providing exceptional service and driving sales growth. This role offers the opportunity to influence clients’ estate planning decisions while working within a professional environment committed to continuous development.

Duties:

• Engage with clients to assess their estate planning and financial protection needs

• Promote and sell wills and related financial solutions

• Conduct telephonic consultations and identify cross-selling opportunities

• Prepare and present quotes accurately and professionally

• Convert opportunities into successful sales while maintaining a customer-centric approach

• Build and maintain trusted relationships with clients

• Deliver exceptional service throughout the customer journey

• Effectively address customer queries and concerns

• Maintain accurate records of client interactions and sales activities within the CRM system

• Ensure all sales activities comply with applicable legal and regulatory requirements

• Work closely with internal and external stakeholders to facilitate document completion and delivery

• Handle confidential customer information with professionalism and integrity

• Maintain accurate records and supporting documentation

• Achieve and exceed individual and team sales targets

• Monitor and report on personal sales performance

• Participate in team meetings and contribute to continuous improvement initiatives

• Share best practices and collaborate with colleagues to drive results

• Remain informed of industry trends and regulatory developments

• Participate in ongoing training and development programmes

• Continuously enhance product knowledge and sales capabilities

Requirements:

• Matric / Grade 12

• RE5 qualification

• FAIS-compliant qualification (e.g., NQF5 Wealth Management or equivalent)

• Minimum 2 years' experience in sales, customer service, or a similar client-facing role

• Proven track record of achieving sales targets

• Strong communication, negotiation, and closing skills

• Customer service orientation

Nice to Have:

• Additional industry-specific certifications or experience in estate planning

Benefits:

• Competitive salary ranging from R144,000 to R260,000 per year (Cost to Company)

• Salary is negotiable based on experience and performance

• Opportunities for ongoing training and professional development

Take the next step in your career and contribute to empowering clients with their estate planning needs. Join a team that values integrity, excellence, and growth. Apply now and be part of a company committed to making a lasting impact.