About the position
The successful candidate will be responsible for engaging with clients to understand their estate planning needs, promoting wills services, identifying cross-selling opportunities, and providing tailored financial solutions. This role combines consultative sales, customer relationship management, and compliance-focused administration within a high-performance environment. The ideal candidate will have a strong sales background, excellent communication skills, and the ability to build trust with clients while achieving sales targets. Experience within financial services, insurance, estate planning, or wealth management environments will be highly advantageous.
This is an excellent opportunity for a professional who enjoys helping clients make important life decisions while building a rewarding long-term career.
Desired Skills:
- Estate Planning
- Wills Sales
- Insurance Sales
- Financial Services
- Wealth Management
- Customer Service
- Consultative Selling
- Cross-Selling
- Upselling
- Client Relationship Management
- Lead Conversion
- Sales Closing
- CRM Systems
- Microsoft Office
- Regulatory Compliance
- RE5
- FAIS
- Communication Skills
- Negotiation Skills
- Objection Handling
- Customer Retention
- Needs Analysis
- Sales Target Achievement
- Pipeline Management
- Client Consultations
- Financial Planning
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Grade 12 / Matric
About The Employer:
Our client is a leading South African financial services organisation focused on helping individuals and families protect their financial futures through innovative insurance, estate planning, and wealth protection solutions.
The organisation is recognised for its customer-centric approach, strong ethical standards, and commitment to delivering long-term value to clients. By combining personalised advice, innovative products, and professional expertise, the company helps clients make informed decisions about their financial security and legacy planning.
Employees enjoy a collaborative, growth-focused environment where ongoing learning, professional development, and exceptional customer service are highly valued.
