Role Description<\/p>\n
\tTo assist clients in navigating the will-drafting process with empathy, clarity, and professionalism and to highlight the importance of an indemnity product that shields loved ones from unforeseen costs after death. \u00a0To further contribute to the success of the team and department by meeting set targets and delivering outstanding service to every Discovery client.
\n\tTo be responsible for assessing each client’s unique needs, ensuring their estate planning is both comprehensive and secure and delivering professional, empathetic service while achieving business targets in line with compliance standards and ethical practice. To identify and advise clients regarding burdens associated to executor fees and administration costs and to educate and guide clients, ethically and responsibly regarding inclusion of products that safeguard estates against unforeseen expenses.
\n\tTo contribute meaningfully to both client satisfaction and the organization\u2019s growth by leveraging both legal expertise and consultative selling. \u00a0To also provide clients with guidance that enhances their understanding of how financial decisions impact the well-being of their beneficiaries, by identifying opportunities to reduce fees associated with the winding up of their estate.
\n\tTo further be responsible for delivering professional, empathetic service while achieving business targets in line with compliance standards and ethical practice.<\/p>\n
Key Outputs \/ Job Responsibilities<\/p>\n
\tAchieve and maintain a 60\u201370% conversion ratio on Estate Preserver product sales.
\n\tIdentify sales opportunities and contribute to revenue growth.
\n\tCollect accurate client information to support the efficient and correct drafting of Wills.
\n\tEnsure full adherence to compliance requirements in all processes and documentation.
\n\tLiaise with internal departments to resolve processing issues and ensure smooth workflow.
\n\tFollow up on submitted business and track progress through to completion.
\n\tBuild, maintain, and grow strong relationships with Advisors to support business success.
\n\tCollaborate with internal teams to deliver superior service and resolve client\/Advisor queries.
\n\tCommunicate proactively with Advisors, offering product insights and identifying cross-selling or upselling opportunities.
\n\tActively engage in sales campaigns and marketing initiatives to drive product awareness and performance.
\n\tContribute to a seamless client journey by ensuring accuracy, responsiveness, and professionalism at all stages.
\n\tStay up to date on product knowledge, industry trends, and compliance updates to improve service delivery and sales effectiveness.<\/p>\n
\u00a0Job \/ Role Requirements<\/p>\n
Work Experience<\/p>\n
Required<\/p>\n
\tMinimum 2 years\u2019 experience in the Financial Services Industry<\/p>\n
Preferred (would be advantageous)<\/p>\n
\tSound knowledge of Insurance (short-term, health, risk) and investment products
\n\tBroker consulting experience in an insurance company
\n\tKnowledge of MS Office Suite \u00a0
\n\tSales Experience<\/p>\n
Education \/ Qualifications \/ Accreditations with Professional Body<\/p>\n
Education \/ Qualifications Required<\/p>\n
\tMatric<\/p>\n
Preferred (would be advantageous)<\/p>\n
\tRE5
\n\tDegree in Finance \/ Financial Planning \/ LLB
\n\tPGDip in Estate Planning<\/p>\n
Professional Registration<\/p>\n
\tFSCA (preferred)<\/p>\n
Technical Skills or Knowledge<\/p>\n
Required<\/p>\n
Skills<\/p>\n
\tProficient in English
\n\tCommunication skills
\n\tDeadline driven
\n\tNegotiation
\n\tRelationship building<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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