News

Industries

Companies

Jobs

Events

People

Video

Audio

Galleries

Submit content

My Account

Advertise with us

Filter jobs
Advertise your job vacancies
    Subscribe to email job alerts
      Search jobs

      Prepaid job ad packages

        JobNormal costDiscountCostSaving
        4R2,00027%R1,460R540
        6R3,00029%R2,130R870
        8R4,00031%R2,760R1,240
        12R6,00035%R3,900R2,100
        Sign up for a prepaid account
      Recruit Image

      Related jobs

      Recruit Image

      Insurance Sales Consultant - Wills Experience

      Remuneration:R15000 - R15000 per month 
      Location:Tshwane
      Reference:#PTA000066/Candi
      Company:Finding Personnel

      The insurance sales consultant with wills experience is responsible for engaging with clients to promote and sell the clients wills services. This role involves conducting client consultations, providing expert advice, and achieving individual sales targets while ensuring compliance with legal and regulatory standards. The Wills Sales Consultant plays a key role in helping clients plan their estate effectively and contributes to the clients overall growth and client satisfaction.

      Key Responsibilities:
      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 and 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 organisational skills.
      • Ability to work independently and as part of a team.
      Experience:
      • At least two 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.


      Posted on 08 May 13:52, Closing date 7 Jun

      Finding Personnel
      Finding Personnel is a dynamic hands-on recruitment company. We offer a holistic and professional recruitment service to our valued Clients and Candidates.
      Recent jobs by Finding Personnel CityDate posted
      Post Office Operations ClerkJohannesburg30 May 17:02
      Quality Assurance Analyst - Call Centre SalesJohannesburg30 May 16:56
      Courier Services OperatorJHB - Northern Suburbs30 May 16:18
      Call Center Sales AgentJHB - Northern Suburbs30 May 16:16
      Code 14 Driver with PDPJHB - Eastern Suburbs29 May 09:57
      Senior Fleet ManagerCenturion28 May 18:47
      Junior Fleet ControllerCenturion28 May 18:43
      Regional Sales ManagerCape Town27 May 16:55
      PhotographerTshwane (Pretoria)22 May 08:42
      Finance and Admin AdministratorTshwane13 May 14:30
      More jobs...
      Sales / Solutions Consultant
      Randburg
      Our prestige client specialises in managing network connectivity for corporate clients with mobile workforces and telemetry needs and are urgently seeking a Sales /...
      e-Merge IT Recruitment
      26 May 2025
      Sales Consultant - Rent-to-Own Vechicles
      Kempton Park, Harmelia, R 10000 - R 25000 per month
      WheelWish | Johannesburg / Hybrid | www.wheelwish.co.za Why WheelWish? WheelWish is rewriting the road-to-ownership for South Africans who need reliable transport but...
      WheelWish
      26 May 2025
      Insurance Sales Consultant - Wills Experience
      Tshwane, R 15000 - R 15000 per month
      The insurance sales consultant with wills experience is responsible for engaging with clients to promote and sell the clients wills services.
      Finding Personnel
      8 May 2025
      Mid-Level .Net Developer
      Centurion, Lyttelton, Die Hoewes
      Sound Idea Digital is a dynamic and innovative company based in Centurion, specialising in custom eLearning solutions.
      Sound Idea Digital
      1 day
      Senior Digital Designer
      Cape Town, Zonnebloem, Gardens, R 40000 - R 40000 per month
      As a Senior Creative you will work with our passionate, multi-talented studio delivering on exceptional, integrated concepts and designs to exceed client briefs and...
      Publicis Groupe Africa Pty Ltd
      21 May 2025
      Junior DTP Operator / Graphic Designer
      Paarl
      A design studio in Paarl with longstanding clients is looking for a talented, hardworking junior DTP operator/graphic designer.
      Freislich Design / Eight
      21 May 2025
      Digital Marketing and Content Creator Specialist
      Johannesburg
      Who are we: An established and renowned media solutions group, leading the way in delivering innovative media advertising solutions to our valued clients.
      Ad Talent
      19 May 2025
      Bookkeeper
      Johannesburg, Lonehill, R 15000 - R 20000 per month
      The Ideal Candidate: You possess exceptional attention to detail, communicate clearly and professionally, and consistently deliver results under pressure.
      Creative Space Media
      19 May 2025
      CRM Analyst (HubSpot)
      George
      About Us At dotsure.co.za, we’re redefining the insurance experience—100% digital, customer-first, and data-driven.
      dotsure.co.za
      14 May 2025
      Account Manager / Executive
      Johannesburg
      I am a versatile and results-driven professional with over a decade of experience in project management, client relations, account management and event coordination.
      8 May 2025
      Front Counter Assistant
      Johannesburg, Midrand, R 3000 - R 5500 per month
      The position is for a front counter assistant.
      Jetline
      8 May 2025
      Social Media Manager
      Johannesburg, Orchards, R 35000 - R 42000 per month
      At Penquin, we are the creators of brand stories, the collaborators, the conversation starters and the idea generators.
      Penquin
      6 May 2025
      Digital Buyer Specialist
      Johannesburg, Orchards, R 28000 - R 35000 per month
      Overview of the role: Penquin is a result-driven agency that help our clients sell more products to more people more often.We are passionate about our industry and our...
      Penquin
      6 May 2025
      More jobs
      Next
      Let's do Biz