Jobs Career Advice Signup

Send this job to a friend


Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Nov 23, 2021
    Deadline: Not specified
  • 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...
    Read more about this company


    Sales Consultant Estate Preserver

    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:


    • Minimum: Matric

    • RE5

    • Beneficial: Business degree

    • Recognised qualification


    • 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


    • 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)



    • 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

    Method of Application

    Interested and qualified? Go to Discovery Limited on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

    View All Vacancies at Discovery Limited Back To Home

Subscribe to Job Alert


Join our happy subscribers

Send your application through

GmailGmail YahoomailYahoomail