Sales Person (Deceased Estate) - CPT Southern Suburbs

HC Recruit; Western Cape; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a passionate Sales Person to expand its client base in estate planning services. This role involves promoting estate planning strategies, assisting with trust administration, and building strong client relationships. The ideal candidate will have a relevant degree, experience in financial services, and excellent communication skills. Join a dynamic team dedicated to helping clients navigate the complexities of estate planning, ensuring their needs are met with professionalism and care. This is an exciting opportunity to make a real difference in people's lives while advancing your career in a supportive environment.

Qualifications

• Relevant degree required for the role.
• Experience in financial services and sales is essential.

Responsibilities

• Promote and sell estate planning services, including wills and trust formation.
• Build relationships with clients and provide ongoing support.

Skills

Sales Experience

Communication Skills

Interpersonal Skills

Knowledge of Trust Law

Financial Services Experience

Education

Relevant Degree

Job description

DBN000096 - Sales Person - Deceased Estate & Wills Planning - CPT Southern Suburbs

Purpose of the job:
To grow the client footprint within South Africa.

Required Qualifications

• Relevant Degree
• Optional: Professional network within legal, accounting, or financial advising circles
• Passionate about people and Estate Planning
• Good working knowledge of Trust Law and basic knowledge of income tax
• Experience in financial services industries
• Sales and/or marketing experience
• Private Banking Experience

Technical Competencies and Responsibilities

• Promoting and selling Estate Planning services: Estate Planning Strategies, Will preparation, Trust formation
• Assist in the administrative aspects of trusts, such as maintaining records, distributing assets, and ensuring compliance with trust documents
• Build and maintain relationships with clients seeking estate planning services, understanding their needs, and providing ongoing support
• Serve as the first point of contact for prospective clients seeking trust and estate planning services
• Identify potential clients, attend introductory meetings, onboard new clients, and develop marketing strategies to promote the firm's estate planning services
• Coordinate with design and communications teams for website updates, digital content, and promotional materials
• Collaborate with other professionals, such as real estate agents, lawyers, and accountants, to build referral networks and generate leads for estate planning business

Behavioral Competencies

• Enthusiastic
• Positive attitude
• Strong listening, written, and oral communication skills
• Excellent interpersonal skills

Please note: Only candidates with the minimum requirements will be considered.

Desired Skills

• Wills
• Deceased estate sales
• Estate wills