Sales consultant, wills

The Wills Sales Consultant is responsible for engaging with clients to promote and sell wills and estate planning services. The role involves conducting client consultations, reviewing wills, and achieving individual sales targets while ensuring compliance with all relevant legal and regulatory requirements. The Wills Sales Consultant also plays an important role in identifying cross‑selling opportunities across a broader range of short‑ and long‑term financial and insurance solutions.

Key Responsibilities Client Consultations and Sales Engage with clients to understand their estate planning needs and provide tailored solutions. Promote and sell wills services while consistently achieving individual sales targets. Conduct telephonic consultations to identify opportunities for upselling and cross‑selling. Generate and present accurate quotations, ensuring transparency and clear communication. Customer Relationship Management Build and maintain strong, trust‑based relationships ...