Testamentary Consultant

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.

**Requirements**:
***
- 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

**Responsibilities**:

- 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

**Salary**:

- 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