Testamentary Consultant

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Testamentary Consultant

As a Testamentary Consultant, you are a representative meeting with clients at a time and place convenient for them. The role provides the required advice to set up a valid, tailored will to suit all the client's testamentary needs and wishes. This role also uses the Legacy Protection Plan Explorer to identify the legal expenses that a client's beneficiaries can expect to pay when the person passes away. Once identified, it provides clients with suitable solutions from our unique Legacy Protection Plan.

Application deadline

July 3, 2026

Capital Legacy

Employment type

Permanent

Location

Johannesburg

4 positions open

Roles and responsibilities

• 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 license and own reliable vehicle
• Not FAIS Compliant? No RE5? But keen to work in the industry? You're welcome to send in an application and we will consider it.

Key skills

• Superior listening, verbal and written communication skills
• Target driven
• Maintain professional relationships with existing clients
• Adaptable to a changing environment
• Solution-oriented ability to deal with conflict

Personal attributes

• Reliable, hard working, diligent
• Client focussed
• Committed to continuous learning and development
• Good interpersonal skills

Remuneration

Market related

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