Wills Sales Consultant (RE5/FAIS) - Pretoria East

Recruiter:

Talent Evolution

Job Ref:

PTA001981/EO

Date posted:

Thursday, July 30, 2026

Location:

Pretoria, South Africa

Salary:

R12 000 pm plus commission

SUMMARY:
Responsible for engaging with clients to promote and sell the company's wills services. This role involves conducting client consultations, reviewing wills, and achieving individual sales targets while ensuring compliance with legal and regulatory standards. The Wills Sales Consultant plays a key role in identifying cross sell opportunities within the full range of the company’s product offerings ranging from short- and long-term solutions

POSITION INFO:

Duties & Responsibilities

- Client Consultations and Sales:
o Engage with clients to understand their estate planning needs and provide tailored solutions.
o Promote and sell wills services, achieving individual sales targets.
o Conduct telephonic consultations to identify upsell opportunities.
o Generate and present accurate quotes to clients, ensuring clarity and transparency.
- Customer Relationship Management:
o Build and maintain strong relationships with clients, ensuring their satisfaction and trust.
o Address client queries and concerns promptly and professionally.
o Maintain accurate records of client interactions and sales activities in the CRM system.
- Compliance and Legal Documentation:
o Ensure all sales activities and documentation comply with legal and regulatory standards.
o Collaborate with legal partners to finalize and deliver wills to clients.
o Ensure that all client information and documents are handled with confidentiality and integrity.
- Performance and Reporting:
o Meet or exceed individual and team sales targets as set by the Sales Manager.
o Track and report on personal sales performance, providing feedback to the Sales Manager.
o Participate in daily buzz sessions and team meetings to share best practices and insights.

Desired Experience & Qualification

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 in a call center environement
- 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.

Should you not receive a response within 10 working days, please consider your application as unsuccessful

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Duties & Responsibilities

Desired Experience & Qualification

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