Client Consultant at Discovery Limited

Role Description

• The Specialist Sales Consultant plays a critical role in delivering exceptional client service within a highly specialized financial services environment. This individual is responsible for managing will amendments, servicing the Discovery Estate Preserver, and providing clients with sound, compliant financial advice tailored to their unique needs. The role also requires conducting client appointments, when necessary, particularly in the event of team member absences, to ensure seamless client experience and service continuity

Key Outputs / Job Responsibilities

Client Consultation & Advice

• Provide professional, accurate, and compliant advice on wills, estate planning and the Discovery Estate Preserver
• Assess client needs and recommend suitable solutions aligned with financial objectives and regulatory standards.

Will Amendments & Documentation

• Process and manage will amendments with accuracy and efficiency.
• Ensure all documentation complies with legal and regulatory requirements.

Servicing the Discovery Estate Preserver (DEP)

• Assist clients with DEP queries, updates, and servicing requests.
• Educate clients on the benefits, limitations, and structure of their plans.

Appointment Management

• Conduct client appointments as required, stepping in during team absences to maintain high service levels.
• Represent the team professionally and ensure continuity of service delivery.

Compliance & Risk Management

• Adhere to financial services regulations, company policies, and industry best practices.
• Maintain accurate client records and uphold data confidentiality at all times.

Collaboration & Support

• Work closely with the broader sales team to achieve departmental targets.
• Share expertise and provide support to colleagues when needed.

 Job / Role Requirements

Work Experience

Required

• Minimum 2–3 years’ experience in financial planning
• Proven track record in client advisory and service delivery

Preferred (would be advantageous)

• Sound knowledge of Insurance (short-term, health, risk) and investment products
• Financial Services sales experience
• Broker consulting experience in an insurance company

Education / Qualifications / Accreditations with Professional Body

Education / Qualifications Required

• MATRIC,
• NQF 5 in Wealth Management
• RE 5

Preferred (would be advantageous)

• Degree in Finance / Financial Planning

Technical Skills or Knowledge

• Proficient in English
• Excellent communication skills, both written and verbal
• Client relationship management
• Ability to deliver sound, compliant financial advice
• Problem-solving mindset with the ability to manage client queries effectively
• Sound knowledge of MS Office programs including Outlook, Excel, Word, PowerPoint and Team
• High attention to detail and strong administrative skills
• Flexible and adaptable to step in for team members when required