Legacy Estate Planning Sales Consultant

The Recruitment Council; Waterkloof; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A recruitment agency is seeking a Wills Sales Consultant passionate about estate planning. You will conduct client consultations, promote will drafting services, and manage client relationships. Ideal candidates should have sales experience and relevant certifications. This role requires strong communication and consultative selling skills, with a focus on achieving targets in a supportive team environment.

Qualifications

• Minimum of 2 years' experience in sales or client service roles.
• Background in estate planning or financial services is highly desirable.
• Demonstrated success in achieving sales targets.

Responsibilities

• Conduct needs-based consultations to understand client requirements.
• Present and promote will drafting services compellingly.
• Develop and maintain strong client relationships.

Skills

Consultative selling

Negotiation skills

Communication

CRM tools proficiency

Attention to detail

Organisational skills

Education

Matric / Grade 12

RE5 and FAIS-accredited qualification

Estate planning or financial planning certifications

Tertiary qualification in Business or Law

Tools

Microsoft Office

CRM tools

Job description

A recruitment agency is seeking a Wills Sales Consultant passionate about estate planning. You will conduct client consultations, promote will drafting services, and manage client relationships. Ideal candidates should have sales experience and relevant certifications. This role requires strong communication and consultative selling skills, with a focus on achieving targets in a supportive team environment.