Testamentary Consultant
- Application Deadline:
- May 1, 2025
- Department:
- Distribution
- Employment Type:
- Full time
- Location:
- Polokwane
- Positions open:
- 1
As a Testamentary Consultant, you are a Quill Consulting Services representative. This entails meeting with Clients and Supporters, at a time and place convenient for them. The role provides Clients with the required advice to set up a valid, tailored Last Will & Testament to suit all their testamentary needs and wishes. Additionally, this role uses the LPPTM Explorer to identify the legal expenses that Clients’ Beneficiaries can expect to pay regarding their Estate when they pass away. Once identified, it provides Clients with suitable solutions from our unique Legacy Protection PlanTM.
Roles and responsibilities
- Identify and analyse the Client’s needs in terms of their Estate and Will. Identify the shortfalls in the Clients’ deceased Estate and offer suitable options from our unique Legacy Protection PlanTM.
- You should do a LPPTM Explorer calculation for each Client you meet with.
- Advise Clients on preferred Plans.
- Make Will amendments as per the Client’s request and according to the standards set out in your service level agreement (SLA).
- Administration - including feedback and follow up with the Clients.
- Take responsibility for your diary and honour all bookings. Should you need to move a booking, you will only be allowed to do this with your Team Leader’s consent.
- You are required to attend all official meetings, as and when scheduled.
What we look for in our ideal candidate
Education and experience requirements
- Matric
- NQF 5 – is a recognised qualification prescribed by the FSCA (6 years from DOFA)
- FAIS compliant
- Prior sales experience will be advantageous but not critical
- RE5 – or in progress of attaining RE5
- Valid RSA driver’s license and own reliable vehicle
Key skills
- Superior listening, verbal and written communication skills
- Target-driven
- Maintain professional relationships with existing Clients
- Adaptable to a changing environment
- Ability to deal with conflict and solution-orientated
- Personal abilities
- Reliable and hard working
- Diligent
- Customer-focussed
- Commitment to continuous learning and development
- Good interpersonal skills
Remuneration is market related