Testamentary Consultant (Wills & Estates)

An excellent opportunity has become available within the Financial Services industry, as a Testamentary Consultant (Wills & Estates).  The role is based in the Cape Town area. * Sales Consultant: * Excel in selling products and solutions – matching a client’s needs to what the company has to offer * Play an important part in company’s profitability and competitiveness * Give advice on estate planning * Drafting of clients wills * Estate calculation to ensure the correct advice is given on estate legal fees and administration costs for the client * Matric * Law Degree or BComm Degree or similar * RE5 qualification (Regulatory exams required for representatives of financial institutions (Financial Service Providers) offering financial advice * Previous experience as a Financial Adviser * Strong negotiating and selling skills * Be well-groomed and presentable * Have excellent people skills and intuitive to client’s needs * Be fully bilingual *(fluent Xhosa speaking essential*) * Giving professional presentations * Be very target driven * Being computer literate in software such as Microsoft Word/Excel/PowerPoint/Outlook * Being calm in conflict handling when dealing with customer complaints and issues * Working well as part of a bigger sales team but also be able to deliver and work independently * Be prepared to work after hours * All appointments made by booking agents must be attended to diligently and timeously * Regular feedback to manager and business consultant * Must have own transport * Six MONTHS guarantee based on previous employment income + 10-15% addition. * Full commission thereafter based on a multiple of sales (to be explained in detail) * Petrol allowance provided * Matric * Law Degree or BComm Degree or similar * RE5 qualification (Regulatory exams required for representatives of financial institutions (Financial Service Providers) offering financial advice * Previous experience as a Financial Adviser * Strong negotiating and selling skills * Be well-groomed and presentable * Have excellent people skills and intuitive to client’s needs * Be fully bilingual *(fluent Xhosa speaking essential*) * Giving professional presentations * Be very target driven * Being computer literate in software such as Microsoft Word/Excel/PowerPoint/Outlook * Being calm in conflict handling when dealing with customer complaints and issues * Working well as part of a bigger sales team but also be able to deliver and work independently * Be prepared to work after hours * All appointments made by booking agents must be attended to diligently and timeously * Regular feedback to manager and business consultant * Must have own transport