Wills Sales Consultant

Minimum Required Qualifications :

Matric Certification.

RE5 and FAIS qualifications are required (e.g. NQF5 Wealth Management).

Relevant certifications in estate planning or financial planning will be advantageous.

A tertiary qualification in Business, Law, or a related field is advantageous.

Minimum Required Experience :

At least 2 years of experience in sales, customer service, or a similar role.

Experience in selling both long term and short-term products are highly desirable.

Proven track record of achieving sales targets.

Required Skills & Attributes :

Strong interpersonal and communication skills.

Ability to build rapport and trust with clients.

Results-driven with excellent negotiation and closing skills.

Proficiency in CRM systems and Microsoft Office applications.

High level of professionalism, integrity, and customer focus.

Attention to detail and strong organizational skills.

Ability to work independently and as part of a team.

Working Conditions :

Working hours : 8 : 00 AM to 5 : 00 PM, Monday to Friday (longer hours may be required).

Availability to work Saturdays (9 : 00 AM to 12 : 00 PM) upon special request.

At least one late shift per week from 10 : 00 AM to 7 : 00 PM.

Competencies :

Customer-focused mindset with a commitment to delivering exceptional service.

Adaptability and resilience in a dynamic sales environment.

Problem-solving and decision-making skills.

Initiative and proactive approach to achieving targets and overcoming challenges.