Financial Advisor

Website Discovery Limited

Job Description:

Marketing of the Discovery Funeral policies, through strategic opportunity identification and relationship building and to provide financial advice to existing and prospective clients.

Job Responsibilities:

  • 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.

Job Requirements:

  • National Senior Certificate (Matric/Grade 12)
  • Minimum 3 years within the Financial Services industry
  • Minimum 2 years Funeral sales experience
  • Industry related NQF 5 – 120 credits (Advantageous)
  • Independent and highly adaptable to change
  • RE accreditation (Advantageous)
  • Opportunity and solution orientated

Job Details:

Company: Discovery Limited

Vacancy Type: Full Time

Job Location: Gauteng, South Africa

Application Deadline: N/A

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