Responsible for engaging with clients to promote and sell the company's wills services. This role involves conducting client consultations, reviewing wills, and achieving individual sales targets while ensuring compliance with legal and regulatory standards. The Wills Sales Consultant plays a key role in identifying cross sell opportunities within the full range of the company’s product offerings ranging from short- and long-term solutions

Duties:

• Client Consultations and Sales:

o Engage with clients to understand their estate planning needs and provide tailored solutions.

o Promote and sell BetterSure’s wills services, achieving individual sales targets.

o Conduct telephonic consultations to identify upsell opportunities.

o Generate and present accurate quotes to clients, ensuring clarity and transparency.

• Customer Relationship Management:

o Build and maintain strong relationships with clients, ensuring their satisfaction and trust.

o Address client queries and concerns promptly and professionally.

o Maintain accurate records of client interactions and sales activities in the CRM system.

• Compliance and Legal Documentation:

o Ensure all sales activities and documentation comply with legal and regulatory standards.

o Collaborate with legal partners to finalize and deliver wills to clients.

o Ensure that all client information and documents are handled with confidentiality and integrity.

• Performance and Reporting:

o Meet or exceed individual and team sales targets as set by the Sales Manager.

o Track and report on personal sales performance, providing feedback to the Sales Manager.

o Participate in daily buzz sessions and team meetings to share best practices and insights.