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Insurance Sales Consultant - Wills Experience
Remuneration: | R15000 - R15000 per month |
Location: | Tshwane |
Reference: | #PTA000066/Candi |
Company: | Finding Personnel |
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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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 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 is a dynamic hands-on recruitment company. We offer a holistic and professional recruitment service to our valued Clients and Candidates.
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