Identify and analyse clients' needs in terms of their will and estate. Identify shortfalls in clients’ deceased estates and offer suitable options from our unique Legacy Protection Plan™. Do an LPP™ Explorer calculation for each client you meet. Advise clients on the recommended LPP™ for their needs. Amend wills according to client requests and in line with the standards set out in your Service Level Agreement (SLA). Administration, including feedback and follow-up with clients. Responsibility for your diary and honouring 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 NQF5 qualification prescribed by the FSCA (6 years from DOFA) FAIS compliant RE5 – or in progress of attaining RE5 Prior sales experience will be advantageous but not essential Valid RSA driver’s ...