Client Consultant

Discovery Limited; Gauteng; On-site; ZAR 150,000 - 250,000; Full time

Job summary

A leading financial services company in Gauteng is seeking an experienced Specialist Sales Consultant to provide exceptional client service in estate planning and management. The ideal candidate will have at least 2 years of experience in financial planning, along with strong communication skills and attention to detail. This role is critical in ensuring compliance and delivering tailored financial advice to clients. Join a dynamic team dedicated to supporting clients in protecting their legacies.

Benefits

Equal Opportunities Employer

Dynamic team environment

Career growth opportunities

Qualifications

• 2–3 years' experience in financial planning required.
• Proven track record in client advisory and service delivery.
• Knowledge of Insurance and investment products is advantageous.

Responsibilities

• Provide professional, compliant advice on wills and estate planning.
• Manage will amendments accurately and efficiently.
• Assist clients with Discovery Estate Preserver queries.
• Conduct client appointments as needed.
• Adhere to financial services regulations and policies.

Skills

Proficient in English

Excellent communication skills

Client relationship management

Problem-solving mindset

Attention to detail

Education

MATRIC

NQF 5 in Wealth Management

RE 5

Tools

MS Office (Outlook, Excel, Word, PowerPoint, Teams)

Job description

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Life

Discovery Life is an ever growing fast-paced and dynamic environment that provides innovative risk assurance to individual clients. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

About Discovery Wills And Trusts Team

The Discovery wills and trust team is made up of dynamic and a passionate group of young individuals, dedicated to guiding clients through one of the most important decisions of their lives – drafting their wills and protecting their legacies. With our unique indemnity product, we go beyond the traditional – offering clients a safeguard that speaks to our commitment to excellence and innovation.

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

• 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

Skills

• 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

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.