Funeral Financial Adviser (Talent Pool)

Discovery; Sandton; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading financial services provider is seeking a dedicated individual to market funeral policies in Sandton. The ideal candidate will have at least 2 years of funeral sales experience and a strong background in financial services. This role involves identifying potential clients and providing tailored financial advice. Exceptional communication skills and resilience are essential for success in this dynamic environment. Applicants from diverse backgrounds are encouraged to apply.

Qualifications

• Minimum of 2 years experience in Funeral sales required.
• Prior experience in the Financial Services industry for 3 years is essential.
• Possession of an NQF 5 qualification is advantageous.
• RE accreditation is also an advantage.

Responsibilities

• Attend meetings, seminars, and training by Discovery.
• Identify and market funeral policies.
• Provide financial advice to clients regarding funeral products.
• Ensure business retention by following up on unpaid premiums.

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

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

• 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.