Funeral Insurance & Financial Planning Specialist

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

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.