Wills Sales Consultant | Waterkloof

The Recruitment Council; Pretoria; On-site; ZAR 250,000 - 400,000; Full time

Job summary

A leading company is seeking a driven Wills Sales Consultant to promote and sell specialized will drafting and estate planning services. This role involves engaging with clients, ensuring compliance with legal guidelines, and maintaining strong client relationships. Ideal candidates will have a background in sales, estate planning, or financial services, and possess excellent consultative selling skills.

Qualifications

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

Responsibilities

• Conduct needs-based consultations with clients to understand their estate planning requirements.
• Present and promote will drafting services to clients.
• Manage client queries with professionalism and empathy.

Skills

Consultative selling

Negotiation skills

Communication

Relationship-building

Attention to detail

Problem-solving

Education

Matric / Grade 12

RE5 and FAIS-accredited qualification (NQF5 in Wealth Management)

Tertiary qualification in Business, Law, or related field

Tools

CRM tools

Microsoft Office

Job description

Are you passionate about helping individuals secure their legacy through effective estate planning? Our client is looking for a driven and client-focused Wills Sales Consultant to promote and sell their specialised will drafting and estate planning services. This role is vital in supporting clients through one of life’s most important legal decisions—ensuring their wishes are properly documented and protected.

Key Responsibilities:

Client Engagement & Sales:

• Conduct needs-based consultations with clients to understand their estate planning requirements.
• Present and promote will drafting services in a compelling and informative manner.
• Meet and exceed personal sales targets through proactive outreach and relationship building.
• Provide detailed quotes and guide clients through the benefits of planning their estates early.

Relationship Management:

• Develop and maintain strong client relationships to build trust and ensure long-term satisfaction.
• Manage all client queries with professionalism, empathy, and a solutions-focused approach.
• Maintain accurate client records and activity logs using the company’s CRM system.

Compliance & Documentation:

• Ensure all processes and documentation align with legal and regulatory guidelines.
• Coordinate with legal professionals to prepare, finalise, and deliver wills to clients.
• Handle all client data with the highest levels of confidentiality and ethical responsibility.

Performance Tracking & Team Contribution:

• Report regularly on personal sales performance and progress toward targets.
• Participate in team meetings and daily huddles to share insights, learnings, and sales strategies.
• Contribute to a high-performance team environment through collaboration and best practice sharing.

Ongoing Learning & Development:

• Stay informed about changes in estate law, wills drafting practices, and industry standards.
• Attend internal training to strengthen product knowledge and refine consultative sales techniques.

Requirements:

• Matric / Grade 12.
• RE5 and FAIS-accredited qualification (e.g., NQF5 in Wealth Management).
• Estate planning or financial planning certifications.
• Tertiary qualification in Business, Law, or a related field.

Experience:

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

Key Skills & Competencies:

• Strong consultative selling and negotiation skills.
• Excellent communication and relationship-building ability.
• Proficient in CRM tools and Microsoft Office.
• High attention to detail and strong organisational capabilities.
• Self-motivated, goal-oriented, and able to work independently or in a team.
• Customer-centric mindset with professionalism and integrity.
• Adaptability, resilience, and proactive problem-solving.