Estate Planning Sales Specialist

The Recruitment Council; Pretoria; On-site; ZAR 223,200 - 334,800; Full time

Job summary

The Recruitment Council is looking for a skilled Wills Sales Consultant based in Pretoria, South Africa. You will handle client consultations, assess their estate planning needs, and help in the sales process while ensuring compliance with legal standards.

The ideal candidate must have at least 2 years of experience in sales or customer service, possess Matric Certification, and hold RE5 and FAIS qualifications. Strong CRM skills and excellent interpersonal abilities are essential for success in this role.

Qualifications

• Matric Certification required, RE5 and FAIS qualifications are essential.
• At least 2 years of sales or customer service experience.
• Proficient in CRM software and Microsoft Office applications.

Responsibilities

• Engage with clients and assess estate planning needs.
• Identify upsell and cross-sell opportunities.
• Build long-term client relationships and manage records.

Skills

Sales skills

Interpersonal skills

Negotiation skills

Organizational skills

CRM software proficiency

Education

Matric Certification

RE5 and FAIS qualifications

Tertiary qualification in Business, Law, or related field

Tools

Microsoft Office

CRM software

Job description

The Recruitment Council is looking for a skilled Wills Sales Consultant based in Pretoria, South Africa. You will handle client consultations, assess their estate planning needs, and help in the sales process while ensuring compliance with legal standards.

The ideal candidate must have at least 2 years of experience in sales or customer service, possess Matric Certification, and hold RE5 and FAIS qualifications. Strong CRM skills and excellent interpersonal abilities are essential for success in this role.