Consultant Sales jobs in South Africa

Key Responsibilities:

• 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.