Financial Advisor At Discovery – Funeral Cover-Apply now

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. The company invests in exceptional individuals who align with its core values. Discovery’s fast-paced and dynamic environment empowers self-driven people to excel. As global thought leaders, Discovery is dedicated to innovating for financial success and igniting positive, meaningful change in society.

Key Purpose

The role involves marketing Discovery Funeral policies through strategic opportunity identification and relationship building, as well as providing financial advice to existing and prospective clients.

Key Responsibilities

• 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 ensure conclusion on all unpaid premiums to retain business.

Personal Attributes and Skills

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

Education and Experience

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

Locations

• Sandton
• Pretoria
• Vereeniging
• Bloemfontein
• Cape Town
• Klerksdorp
• Gqeberha
• Pietermaritzburg
• Durban
• Vaal

Employment Equity

Discovery is committed to its approved Employment Equity Plan and Targets as part of the recruitment process. As an Equal Opportunities employer, Discovery actively encourages and welcomes people with various disabilities to apply.

Copyright © 2022 Discovery Ltd.
Discovery Limited is the licensed controlling company of the designated Discovery Insurance Group. Registration number: 1999/007789/06. Companies in the Group are licensed insurers and authorized financial services providers.

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