Insurance Sales Consultant with Wills Experience

Type: Permanent

Client Consultations and Sales:

• Engage with clients to understand their estate planning needs and provide tailored
• - Promote and sell the clients wills services, achieving individual sales targets.
• Conduct telephonic or in-person consultations to explain the benefits of wills and estate planning.
• Generate and present accurate quotes to clients, ensuring clarity and transparency.

Customer Relationship Management:

• Build and maintain strong relationships with clients, ensuring their satisfaction and trust.
• Address client queries and concerns promptly and professionally.
• Maintain accurate records of client interactions and sales activities in the CRM system.

Compliance and Legal Documentation:

• Ensure all sales activities and documentation comply with legal and regulatory standards.
• Collaborate with legal partners to finalize and deliver wills to clients.
• Ensure that all client information and documents are handled with confidentiality and integrity.

Performance and Reporting:

• Meet or exceed individual and team sales targets as set by the Sales Manager.
• Track and report on personal sales performance, providing feedback to the Sales Manager.
• Participate in daily buzz sessions and team meetings to share best practices and insights.

Professional Development:

• Stay updated on industry trends, estate planning regulations, and best practices.
• Attend training sessions and workshops to enhance product knowledge and sales skills.

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.

Skills:

• 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.

Experience:

• At least 2 years of experience in sales, customer service, or a similar role.
• Experience in will services, estate planning, or the financial services industry is advantageous
• Proven track record of achieving sales targets.

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.