The Wills Sales Consultant is responsible for engaging with clients to promote and sell wills and estate planning services. The role involves conducting client consultations, reviewing wills, and achieving individual sales targets while ensuring compliance with all relevant legal and regulatory requirements. The Wills Sales Consultant also plays an important role in identifying cross-selling opportunities across a broader range of short? and long?term financial and insurance solutions.

Key Responsibilities Client Consultations and Sales

• Engage with clients to understand their estate planning needs and provide tailored solutions.
• Promote and sell wills services while consistently achieving individual sales targets.
• Conduct telephonic consultations to identify opportunities for upselling and cross-selling.
• Generate and present accurate quotations, ensuring transparency and clear communication.

Customer Relationship Management

• Build and maintain strong, trust-based relationships with clients to ensure satisfaction and retention.
• Respond to client queries and concerns promptly and professionally.
• Maintain accurate and up-to-date records of client interactions and sales activities within the CRM system.

Compliance and Legal Documentation

• Ensure that all sales activities and related documentation adhere to legal and regulatory standards.
• Work closely with legal partners to finalise and deliver wills to clients.
• Ensure client data and documentation are handled with the highest levels of confidentiality and integrity.

Performance and Reporting

• Meet or exceed individual and team sales targets as set by the Sales Manager.
• Track and report on individual sales performance, providing regular feedback to management.
• Participate in daily sales sessions and team meetings to share insights and best practices.

Professional Development

• Stay informed of industry trends, estate planning legislation, and best practices.
• Attend training sessions and workshops to enhance product knowledge and sales capability.

Minimum Required Qualifications

• Matric Certificate.
• RE5 and FAIS qualifications are mandatory (e.g. NQF 5 Wealth Management).
• Relevant certifications in estate planning or financial planning are advantageous.
• A tertiary qualification in Business, Law, or a related field is advantageous.

Minimum Required Experience

• Minimum of 2 years’ experience in sales, customer service, or a related role.
• Experience selling both short-term and long-term products is highly desirable.
• Proven track record of meeting or exceeding sales targets.

Required Skills & Attributes

• Strong interpersonal and communication skills.
• Ability to build rapport and trust with clients.
• Results-driven with strong negotiation and closing abilities.
• Proficiency in CRM systems and Microsoft Office applications.
• High degree of professionalism, integrity, and customer focus.
• High attention to detail with strong organisational skills.
• Ability to work independently as well as collaboratively within a team.

Working Conditions

• Standard working hours: 08:00 to 17:00, Monday to Friday (additional hours may be required).
• Availability to work Saturdays (09:00 to 12:00) by special arrangement.
• Minimum of one late shift per week from 10:00 to 19:00.

Core Competencies

• Customer-focused mindset with a commitment to service excellence.
• Adaptability and resilience in a fast-paced sales environment.
• Strong problem-solving and decision-making skills.
• Proactive, self-motivated approach to achieving targets and overcoming challenges.