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uties & Responsibilities

Maintaining a 60-70% sales conversion ratio of the Estate Preserver

Gathering accurate information for the drafting of the Wills

Issuing of quotations

Ensuring all compliance is complied with

Liaising with internal departments on processing issues

Follow-up and tracking of business submitted

Developing and maintaining Advisor relationships

Communicating effectively with the Advisor and Identifying opportunities

Building relationships with internal departments to ensure superior service is offered to clients

Participating in proactive sales and marketing initiatives

Desired Experience & Qualification

Bonus Points If You Have:

✨ A business or finance-related degree

✨ Any experience (even part-time/internships) in financial services

✨ Your own car and live in JHB or PTA

Industries:Management Consulting

Function: Sales