Job Description

DBN000096 - Sales Person - Deceased Estate & Wills Planning - CPT Southern Suburbs
Purpose of the job:
To grow the clients footprint within South Africa.
Required Qualifications

• Relevant Degree
• Optional: Professional network within legal, accounting, or financial advising circles
• Passionate about people and Estate Planning
• Good working knowledge of Trust Law and basic knowledge of income tax.
• Financial services industries.
• Sales and/or marketing experience
• Private Banking Experience

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:

• Enthusiastic
• Positive attitude
• Demonstrate strong listening, written and oral communication skills
• Great and clear communication and interpersonal skills

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