Testamentary Agent

Job Specification
Testamentary Agent

The Testamentary Agent is responsible for sourcing, advising, and selling the Keyplan™ to government employees registered on the persal or persol payroll systems. This includes educating clients on the importance of estate planning, guiding them through product selection, and ensuring accurate documentation and submission..

Roles and responsibilities

Client Sourcing & Engagement

•  Source government employees and schedule presentations and consultations.
• Present to groups on the importance of having a Will and the financial implications of dying intestate.
• Conduct one-on-one advisory sessions to assess client needs and estate planning goals.

Estate Planning Advisory

• Guide clients through the Will drafting process and advise on efficient estate distribution.
• Perform affordability checks using the Qlink Calculator to determine Keyplan™ eligibility.
• Assist clients in selecting the most appropriate product to cover their estate.

Sales & Documentation

• Complete and submit application forms to Capital Legacy for processing.
•  Ensure all forms are accurately filled in and signed by the client.
• Review the final Will draft (prepared by the Assistant Consultant) for accuracy before client signing.

Estate Estimation

• Conduct rough calculations of the client’s estate to estimate potential legal expenses.

Compliance & Quality Assurance

• Ensure all advisory and sales activities comply with FSCA regulations and internal policies.
• Maintain high standards of professionalism and client service throughout the process.

What we look for in our ideal candidate

Education and experience requirements

• Matric – We are unable to consider candidates who do not have a Matric Certificate
• Valid RSA driver’s license and reliable vehicle

Key Performance Indicators (KPIs)

• 15 sales p/m

Key skills

• Strong communication and presentation skills
• Ability to engage both large groups and individual clients
• Knowledge of Estate Administration and Long-Term Insurance
• Professionalism and excellent customer service
• Computer literacy: PowerPoint, Excel, Word, Outlook
• Attention to detail and client experience

Personal abilities

• Empathetic, friendly, and professional
• Assertive yet compassionate
• Resilient and confident under pressure
• Mature and accountable
• Excellent listening and interpersonal skills

Remuneration

• Commission based