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Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to...
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Key Purpose of the role
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 responsibilities:
Maintaining an 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
Minimum: Matric
RE5
Beneficial: Business degree
Recognised qualification
Experience
Minimum: 2 years of sales 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
Other:
Own insured transport, cellphone and driver’s license
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
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