Service Consultant

As a Service Consultant you will be the representative of our Client. The role entails meeting up with existing clients on a day-to-day basis at our Clients' convenience to update their Wills and make relevant Will amendments based on changes on the client's profile. The role provides clients with the required advice to update their existing Will and ensure a Valid, tailor made Last Will & Testament to suit their testamentary needs and wishes. Furthermore, this role uses the Legacy BluePrint PlannerTM to identify the updated/revised legal expenses Clients can expect to pay regarding their Estates when they pass away once identified provides clients with suitable options from our unique Legacy Proptection PlanTM. * Identify and analyse Client needs in terms of their Estates and Wills, expenses for the Clients' deceased Estates and once identified offer suitable options from our unique Legacy Protection PlanTM. * Maintain professional relationships with existing Clients. * You should do a Legacy Blueprint calculation for each Client you meet with. * Advise Clients of preferred Plans. * You should draft Last WIlls and Testaments according to the standards as stipulated in your Service Level Agreement (SLA). * Make WIll amendments, as per the Client's requests and according to the standards as set out in your Service Level Agreement (SLA). * Administration - including feedback and follow up with the Clients. * You should take responsibility for your Diary. You are required to honour all Bookings. * You are required to attend all official meetings as and when scheduled. * It is your responsibility to ensure that your qualifications and accreditation is kept up to date. If you are under supervision, it is you responsibility to ensure that your supervision file is kept up to date, in real time. *  Matric/Senior Secondary Certificate - Prerequisite * NFQ 5 - Industry related - Required * Class of business * RE5 - Required * Computer literate, with specific knowledge of the MS Office Suite * CPD Points" * Good Interpesonal Skills * Attention to detail * Good Written Communication Skills * Customer experience *  Matric/Senior Secondary Certificate - Prerequisite * NFQ 5 - Industry related - Required * Class of business * RE5 - Required * Computer literate, with specific knowledge of the MS Office Suite * CPD Points" * Good Interpesonal Skills * Attention to detail * Good Written Communication Skills * Customer experience