Estate Preserver Consultant
About Discovery
Discoverys 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 of the role
Selling the Estate Preserver and collecting information for drafting of wills. Building relationships with Financial Advisors and identifying additional opportunities for the Financial Advisors. Offering superior client service and technical knowledge.
Areas of responsibility may include but not limited to
- Gathering accurate information for the drafting of 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
- Assertiveness
- Self-confidence
- Honest and ethical
- Resilience
- Perseverance
- Able to manage stress and stressful situations
- Results driven
- 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 clients needs effectively
- Attention to detail
- Minimum: 2 years of sales experience
- NQF5 in Wealth Management
- RE5
- Sound knowledge of the Insurance Industry (Advantageous)
- Broker consulting experience in an insurance company or investment house (Advantageous)
- Knowledge of MS Office Suite
- Own insured transport, cell phone and valid drivers license
- Willingness to undertake business travel across Gauteng
- Ability to conduct meetings online (Zoom / Microsoft Teams)
The Companys 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.
