Job Description

Testamentary Consultant - sandtonFull job description Business Unit: Sales & DistributionFunction: Sales Management (FAIS Accredited)Date: 3 Oct 2024Discovery Estate Preserver Testamentary Consultant100% Commission only role Sandton 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 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 PreserverGathering accurate information for the drafting of the WillsIssuing of quotationsEnsuring all compliance is complied withLiaising with internal departments on processing issuesFollow-up and tracking of business submittedDeveloping and maintaining Advisor relationshipsCommunicating effectively with the Advisor and Identifying opportunitiesBuilding relationships with internal departments to ensure superior service is offered to clientsParticipating in proactive sales and marketing initiatives Qualifications and Experience Education Beneficial: RE5Recognised Law qualification Experience Beneficial: Sound knowledge of Insurance (short-term, health, risk) and investment productsBeneficial: Broker consulting experience in an insurance company or investment houseBeneficial: An understanding of Financial PlanningKnowledge of MS Office Suite Additional Requirements: Own insured transport, cell phone and drivers licenseBeneficial: BilingualWillingness to undertake business travel across Gauteng.Willingness to work after hoursAbility to conduct meetings online (Zoom/Teams) Competencies AssertivenessSelf-confidenceHonest and ethicalResiliencePerseveranceAble to manage stress and stressful situationsResults drivenAbility to work independently without supervisionSelf -DisciplinedAble to influence and negotiatePersuasivenessBuild strong relationshipsUse own initiativeDecisivenessTime ManagementAbility to meet Deadlines timeouslyAbility to report back with accurate and concise feedbackAbility to communicate effectivelyAbility to understand the clients needs effectivelyAbility to report back accurate information for the drafting of the will EMPLOYMENT EQUITYThe 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.

JustTheJob