Financial Advisor: Funeral Cover - Sandton at Discovery Limited

Key Purpose

• Marketing of the Discovery Funeral policies, through strategic opportunity identification and relationship building and to provide financial advice to existing and prospective clients.

Areas of responsibility may include but not limited to

• Attend all meetings, seminars, training, and launches offered by Discovery Life and/or the Discovery Group.
• Identify and market appropriate funeral policies.
• Provide financial advice relating to funeral products to existing and prospective clients.
• Follow-up and follow-through to conclusion on all unpaid premiums to ensure business is retained.

Personal Attributes and Skills

• Strategic thinking
• Persuading and influencing
• Resilience and tenacity
• Sales and target driven
• Exceptional communication skills
• Opportunity and solution orientated
• Independent and highly adaptable to change

Education and Experience

• National Senior Certificate (Matric/Grade 12)
• Minimum 2 years Funeral sales experience
• Minimum 3 years within the Financial Services industry
• Industry related NQF 5 - 120 credits (Advantageous)
• RE accreditation (Advantageous)