Discovery Estate Preserver
Testamentary Consultant
100% Commission only role
Sandton
About Discovery
Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
Key Purpose
Selling the Estate Preserver and collecting information for drafting of wills. Building relationships with the Financial Advisors and identifying additional opportunities for the Financial Advisors. Offering superior client service and technical knowledge.
Key Outputs
•Maintaining a 60-70% sales conversion ratio of the Estate Preserver
•Gathering accurate information for the drafting of the Wills
•Issuing of quotations
•Ensuring all compliance is complied with
•Liaising with internal departments on processing issues
•Follow-up and tracking of business submitted
•Developing and maintaining Advisor relationships
•Communicating effectively with the Advisor and Identifying opportunities
•Building relationships with internal departments to ensure superior service is offered to clients
•Participating in proactive sales and marketing initiatives
Qualifications and Experience
Education
•Beneficial: RE5
•Recognised Law qualification
Experience
•Beneficial: Sound knowledge of Insurance (short-term, health, risk) and investment products
•Beneficial: Broker consulting experience in an insurance company or investment house
•Beneficial: An understanding of Financial Planning
•Knowledge of MS Office Suite
Additional Requirements:
•Own insured transport, cell phone and driver's license
•Beneficial: Bilingual
•Willingness to undertake business travel across Gauteng.
•Willingness to work after hours
•Ability to conduct meetings online (Zoom/Teams)
Competencies
•Assertiveness
•Self-confidence
•Honest and ethical
•Resilience
•Perseverance
•Able to manage stress and stressful situations
•Results driven
•Ability to work independently without supervision
•Self -Disciplined
•Able to influence and negotiate
•Persuasiveness
•Build strong relationships
•Use own initiative
•Decisiveness
•Time Management
•Ability to meet Deadlines timeously
•Ability to report back with accurate and concise feedback
•Ability to communicate effectively
•Ability to understand the client's needs effectively
•Ability to report back accurate information for the drafting of the will
EMPLOYMENT EQUITY
The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.