Sales Person (deceased Estate) Cpt Southern Suburbs

Constantia, Cape Town, South Africa

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Technical Competencies and responsibilities

Promoting and selling Estate Planning services: Estate Planning Strategies, Will preparation, Trust formation.
Assist in the administrative aspects of trusts, such as maintaining records, distributing assets, and ensuring compliance with trust documents.
Building and maintaining relationships with clients who are seeking estate planning services, understanding their needs, and providing ongoing support.
Serve as the first point of contact for prospective clients seeking trust and estate planning services.
Identifying potential clients, attending introductory meetings, onboarding new clients and developing marketing strategies to promote the firm's estate planning services.
Coordinate with design and communications teams for website updates, digital content and promotional materials.
Collaborating with other professionals, such as real estate agents, lawyers, and accountants, to build referral networks and generate leads for estate planning business.

Behavioural Competencies:

Please Note: Only candidates with the minimum requirements will be considered.

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