Wills Sales Manager

5 months ago

Pretoria, South Africa Finding Personnel (Pty) Ltd Full time

**Job Details**:
**Title: Wills Sales Manager**

**Location: Pretoria, Gauteng**

**Permanent: Yes**

**Full time: Yes**

**Industry: Insurance**

**Salary / CTC: R 50 000 - R 70 000 (basic plus great commission earning potential)**

**Reports to: Head of Sales**

**Job purpose**

Our Client is seeking a dedicated and experienced **Wills and Advice-Based Sales Manager** to oversee the fulfilment of their wills proposition, ensuring timely and professional delivery of complimentary will services to all clients. The primary objective of this role is to maximise the number of clients benefiting from their wills service while also leveraging their product range to drive upsell and cross-sell opportunities. Additionally, the Wills and Advice
- Based Sales Manager will collaborate with the Head of Sales to establish an advice-based sales function for High Net Worth (HNW) and complex client needs, developing financial planning principles, a hierarchy of advice, and a needs analysis and recommendation template.

They want to appoint someone who wants a career, not just a job.

**Roles and responsibilities**

**Leadership and Team Management**:

- Lead, inspire, and manage a dedicated team of sales consultants, fostering a culture of teamwork, accountability, and continuous improvement.
- Provide guidance, coaching, and mentorship to ensure the professional growth and development of team members.
- Monitor, manage, and ensure discipline among every sales consultant within the team, emphasizing self-responsibility and attention to detail.
- Develop and implement action plans to address performance gaps and drive continuous improvement.
- Conduct daily buzz session in the morning to ensure that your team knows what they did well in the previous day, identify areas they could do better and set daily sales goals and gain commitment to deliver on these goals.

**Fulfilment of Wills Proposition**:

- Oversee the fulfilment of our wills proposition, ensuring all BetterSure clients receive complimentary and professional will services in a timely manner.
- Manage the process of will creation, including client consultations, document preparation, and legal compliance.
- Develop and maintain relationships with legal partners and professionals to facilitate the will creation process.

**Upsell and Cross-Sell Opportunities**:

- Utilize our product range to identify and capitalize on upsell and cross-sell opportunities during client interactions.
- Provide personalized recommendations to clients based on their individual needs and circumstances, ensuring alignment with our product offerings.

**Client-Centric Decision Making**:

- Keep clients' needs, demands, and interests at the center of decision-making processes, prioritizing good client outcomes in all interactions.
- Implement strategies to enhance customer satisfaction and loyalty through exceptional service delivery and tailored solutions.

**Establishment of Advice-Based Sales Function**:

- Collaborate with the Head of Sales to create an advice-based sales function tailored to HNW and complex client needs.
- Develop financial planning principles, a hierarchy of advice, and a needs analysis and recommendation template to guide sales interactions and ensure comprehensive client engagement.

**Team Collaboration and Training**:

- Work closely with sales teams to provide guidance and support on incorporating advice-based sales principles into their client interactions.
- Conduct training sessions and workshops to educate sales staff on the importance of client-centric selling and the benefits of financial planning.

**Performance Monitoring and Reporting**:

- Monitor and track key performance indicators related to wills fulfilment, upsell/cross
- sell effectiveness, and client satisfaction.
- Provide regular reports and updates to senior management on performance metrics, highlighting areas of success and opportunities for improvement.

**Minimum Required Qualifications**
- Grade 12.
- National Diploma and/or bachelor's degree in business, finance, marketing, or a related field is mandatory.
- Certified Financial Planner qualifications will also be considered.
- 5 years minimum experience in a advice based sales management or fiduciary services role.
- Must have previous experience in call centre sales and campaign management.

**Minimum Required Experience**
- Prior experience or knowledge in will services and estate planning would be beneficial. This includes understanding legal requirements, drafting wills, and managing the administration process.
- Prior experience in short-term and/or long-term insurance sales, preferably in a call centre environment, is essential. This includes a strong understanding of sales techniques, customer engagement strategies, and the ability to drive sales performance.
- Experience in planning, executing, and optimizing sales campaigns within a call centre setting is valuable. This includes setting campaign objectives, monitoring performa

  • Wills Sales Manager

    6 months ago

    Pretoria, South Africa Talent Evolution Full time

    Seeking a dedicated and experienced Wills and Advice-Based Sales Manager to oversee the fulfilment of the wills proposition, ensuring timely and professional delivery of complimentary will services to all clients. The primary objective of this role is to maximize the number of clients benefiting from the wills service while also leveraging the product range...

  • Wills and Testimony Sales Consultant Pretoria

    6 months ago

    Pretoria, South Africa Finding Personnel (Pty) Ltd Full time

    **Job Details**: **Title: Wills and Testimony Sales Consultant** **Location: Pretoria** **Permanent: Yes** **Full time: Yes** **Industry: Insurance** **Salary / CTC: R 10 750 basic** **Reports to: Sales Manager** **Wills and Testimony Sales Consultant** Our Client is seeking a highly motivated and results-driven outbound sales consultant to join...

  • Wills Drafter

    5 months ago

    Pretoria, South Africa Moving Heads Personnel Full time

    **Wills Drafter & Safe Custody Administrator** **Pretoria** - Draft Wills for clients and prospects under instruction. - Assist with the correct execution of Wills, follow up on the execution of Wills drafted and check signed Wills to ensure they are validly executed. - Lodge original Wills and other original documents in safe custody. - Maintain safe...

  • Wills Drafting Consultant

    5 months ago

    Pretoria, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Sales Manager

    5 months ago

    Pretoria, South Africa Paradigm Recruitment Full time

    Senior office automation sales manager - Pretoria **Requirements**: Own vehicle & Drivers License Should either live in the Pretoria area or be willing to relocate 5 - 10 years sales management experience in the Office automation industry OR 5 - 10 years sales experience in the office automation industry Solid work history with no job hopping Must have a...

  • Sales Consultant

    6 months ago

    Pretoria, South Africa Intotab Technologies Full time

    Rapidly growing sales company with in the heart of Pretoria CBD is looking for a person who is Self driven. Ambitious. Punctual. Positive Minded. Loves working with people and Willing to learn and grow with in the company. P.S Sales experience especially in comission based will advantageous or if you are willing to start immediately. Send you CV to...

  • Sales Consultant

    5 months ago

    Pretoria, South Africa Intotab Technologies Full time

    Rapidly growing sales company with in the heart of Pretoria CBD is looking for a person who is Self driven. Ambitious. Punctual. Positive Minded. Loves working with people and Willing to learn and grow with in the company. P.S Sales experience especially in comission based will advantageous or if you are willing to start immediately. Send you CV to...

  • Regional Sales Manager

    5 months ago

    Pretoria, South Africa First Degree Recruitment Full time

    **Position: Regional Sales Manager** **Area: Gauteng and Pietermaritzburg** **Salary: R 50 000 to R 60 000 plus commission** **Benefits and company car** We have an opportunity for a Regional Sales Manager within the Automotive and Trucking industry. The position will be based in Gauteng or Pietermaritzburg. **Duties** - Achieve sales in accordance...

  • Sales Consultant

    5 months ago

    Pretoria, South Africa Intotab Technologies Full time

    Rapidly growing sales company with in the heart of Pretoria CBD is looking for a person who is Self driven. Ambitious. Punctual. Positive Minded. Loves working with people and Willing to learn and grow with in the company. P.S Sales experience especially in comission based will advantageous or if you are willing to start immediately. What we...

  • Technical Sales Specialist

    3 weeks ago

    Pretoria, Gauteng, South Africa DB Recruitment Full time

    Unlock Your Sales PotentialDB Recruitment is seeking a driven Technical Sales Representative residing in Pretoria. The successful individual should be hungry for sales and willing to travel due to clients in different provinces. Key requirements include:• Matric (essential)• Fluent in English and Afrikaans (essential)• Drivers License (essential)•...

  • Corporate Sales Development Manager

    3 weeks ago

    Pretoria, Gauteng, South Africa CTU Career Chatz Full time

    Job SummaryThe role of a sales consultant for short courses, qualification programs, and corporate solutions at CTU Career Chatz.Duties & Responsibilities• Relationship building and maintaining• Researching the market and related products• Presenting the product or service in a structured professional way face-to-face marketing• Solution Selling•...

  • National Sales Manager

    6 months ago

    Pretoria, South Africa Status Asset Management Full time

    Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you hungry for Sales and willing to go the extra mile to obtain them? Raise your hand because WE’RE HIRING! It’s our mission to unleash the potential in our...

  • Sales Consultant

    5 months ago

    Pretoria, South Africa US Capital Full time

    **Sales Consultant Vacancy** **Are you hungry to make money, then this is just the job for you**: Salary - R28 000 + Commission Energetic personality Fluent in Afrikaans and English 5 years sales experience Own transport and valid license Willing to travel locally Clear criminal record Available immediately **Salary**: From R30,000.00 per...

  • Sales & Cost Estimator

    1 week ago

    Pretoria, South Africa Aluminium Showroom Full time

    We are seeking a Salesperson / Cost Estimator for our Upcoming Aluminium Showroom in Silver Lakes, Pretoria. Strong People / Communication Skills Sales Experience or Willing to Learn Project Management Experience or Willing to Learn Matric Certificate Numeracy Skills Computer Literacy - Microsoft Office (Word/Excel/Outlook) Attention to Detail -...

  • Sales Representative

    5 months ago

    Pretoria, South Africa KinGelato Full time

    Looking for a Junior Sales Rep for a Gelato Company in Pretoria. They will need to travel from Pretoria throughout Gauteng. Must have a Valid Drivers License and own transport. Will need to meet sales targets. Must be able to maintain and build new customer relationships. Must be presentable and well spoken. Must have good administrative skills as well as...

  • Sales Consultant

    6 months ago

    Pretoria, South Africa US Capital Full time

    **Sales Consultant Vacancy** Our Office is looking to open a new Office in the PTA area; however, we first need to establish business there!!! Salary - R28 000 + Commission Energetic personality Fluent in Afrikaans and English 5 years sales experience Own transport and valid license Willing to travel locally Clear criminal record Available...

  • Skincare Sales Representative

    6 months ago

    Pretoria, South Africa Beautician and Physician Full time

    **VACANCY LOCATION: PRETORIA, GAUTENG** **APPLICATION REQUIREMENTS**: - Qualified Skin Therapist and experience in the skin care industry - Experience in aesthetics or advanced skin care - Minimum 2 years sales rep experience - Excellent track record in sales - Must have own transport and drivers license - Be willing to travel - Proficient in Microsoft...

  • Junior Sales Representative

    5 months ago

    Pretoria, South Africa Cora O’Neil Recruitment Agency Full time

    **Job Overview**: **Date Posted**: Posted 2 hours ago- **Location**: Pretoria, Gauteng- **Job Title**: Junior Sales Representative- **Salary**: R10,000- **Education Level**: High School / Matric- **Job Level**: Junior- **Minimum Experience**: 1 - 3 Years**Junior Sales Representative required in Lynnwood Ridge, Pretoria.**: **Minimum Requirements**: -...

  • Junior Sales Representative

    5 months ago

    Pretoria, South Africa Cora O’Neil Recruitment Agency Full time

    **Job Overview**: **Date Posted**: Posted 9 hours ago- **Location**: Pretoria, Gauteng- **Job Title**: Junior Sales Representative- **Salary**: R10,000- **Education Level**: High School / Matric- **Job Level**: Junior- **Minimum Experience**: 1 - 3 Years**Junior Sales Representative job in Lynnwood Ridge, Pretoria.**: **Minimum Requirements**: - Energetic,...

  • Sales Representative

    5 months ago

    Pretoria, South Africa Remmogo Simunye Group Full time

    **Position Overview**: We are seeking dedicated and motivated Sales Agents to join our team. This is a remote position that requires the ability to work independently using digital resources. The role involves selling our range of funeral policies, tombstones, and grocery cover to clients across the country. **Key Responsibilities**: - Identify and reach...