Testamentary Consultant

Discovery Limited; Johannesburg; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading financial services company in Johannesburg seeks an experienced professional to assist clients with will-drafting processes. The role emphasizes empathy, compliance with ethical standards, and achieving sales targets. Ideal candidates will have a minimum of 2 years of experience in the Financial Services Industry and knowledge of insurance products. Opportunities for professional growth and skill enhancement in a dynamic team are available.

Qualifications

• Minimum 2 years’ experience in the Financial Services Industry required.
• Knowledge of Insurance and investment products preferred.
• Broker consulting experience is advantageous.

Responsibilities

• Assist clients in the will-drafting process with empathy and clarity.
• Achieve and maintain a 60–70% conversion ratio on product sales.
• Ensure adherence to compliance requirements in all processes.

Skills

Proficient in English

Communication skills

Deadline driven

Negotiation

Relationship building

Education

Matric

RE5

Degree in Finance / Financial Planning / LLB

PGDip in Estate Planning

Tools

MS Office Suite

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 and Wills Department (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

To assist clients in navigating the will-drafting process with empathy, clarity, and professionalism and to highlight the importance of an indemnity product that shields loved ones from unforeseen costs after death. To further contribute to the success of the team and department by meeting set targets and delivering outstanding service to every Discovery client.

To be responsible for assessing each client's unique needs, ensuring their estate planning is both comprehensive and secure and delivering professional, empathetic service while achieving business targets in line with compliance standards and ethical practice. To identify and advise clients regarding burdens associated to executor fees and administration costs and to educate and guide clients, ethically and responsibly regarding inclusion of products that safeguard estates against unforeseen expenses.

To contribute meaningfully to both client satisfaction and the organization’s growth by leveraging both legal expertise and consultative selling. To also provide clients with guidance that enhances their understanding of how financial decisions impact the well-being of their beneficiaries, by identifying opportunities to reduce fees associated with the winding up of their estate.

To further be responsible for delivering professional, empathetic service while achieving business targets in line with compliance standards and ethical practice.

Key Outputs / Job Responsibilities

• • Achieve and maintain a 60–70% conversion ratio on Estate Preserver product sales.
  • Identify sales opportunities and contribute to revenue growth.
  • Collect accurate client information to support the efficient and correct drafting of Wills.
  • Ensure full adherence to compliance requirements in all processes and documentation.
  • Liaise with internal departments to resolve processing issues and ensure smooth workflow.
  • Follow up on submitted business and track progress through to completion.
  • Build, maintain, and grow strong relationships with Advisors to support business success.
  • Collaborate with internal teams to deliver superior service and resolve client/Advisor queries.
  • Communicate proactively with Advisors, offering product insights and identifying cross-selling or upselling opportunities.
  • Actively engage in sales campaigns and marketing initiatives to drive product awareness and performance.
  • Contribute to a seamless client journey by ensuring accuracy, responsiveness, and professionalism at all stages.
  • Stay up to date on product knowledge, industry trends, and compliance updates to improve service delivery and sales effectiveness.

Job / Role Requirements

Work Experience

Required

Minimum 2 years’ experience in the Financial Services Industry

Preferred (would be advantageous)

• Sound knowledge of Insurance (short-term, health, risk) and investment products
• Broker consulting experience in an insurance company
• Knowledge of MS Office Suite
• Sales Experience

Education / Qualifications / Accreditations with Professional Body

Education / Qualifications Required

Matric

Preferred (would be advantageous)

• RE5
• Degree in Finance / Financial Planning / LLB
• PGDip in Estate Planning

Professional Registration

FSCA (preferred)

Technical Skills or Knowledge

Required

Skills

Level

• Proficient in English
• Communication skills
• Deadline driven
• Negotiation
• Relationship building

Intermediate

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.