Wills Sales Consultant | Waterkloof

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 :

Compliance & Documentation :

Performance Tracking & Team Contribution :

Ongoing Learning & Development :

Requirements :

Experience :

Key Skills & Competencies :

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