Funeral Financial Adviser (Talent Pool)

Discovery Limited; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading company is seeking an experienced professional to market their funeral policies effectively. The role involves strategic opportunity identification, relationship building, and advising clients on financial products relating to funerals. With a fast-paced environment, the company promotes innovation and aims for societal change.

Qualifications

• 2 years experience in selling funeral policies required.
• Experience in the Financial Services industry preferred.
• NQF Level 5 and RE accreditation advantageous.

Responsibilities

• Identify and market appropriate funeral policies.
• Provide financial advice relating to funeral products.
• Follow-up on unpaid premiums to retain business.

Skills

Strategic thinking

Persuading and influencing

Resilience

Sales driven

Exceptional communication skills

Education

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

RE accreditation

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 in order to not only achieve financial success, but to ignite positive and meaningful change within our society.


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)

Location

• Braamfontein
• Boksburg
• Pretoria
• Vereeniging
• Bloemfontein
• Cape Town
• Klerksdorp
• Gqeberha
• Pietermaritzburg
• Durban

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.