Testamentary Consultant at Discovery Limited

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

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