(High Salary) Testamentary Consultant
4 weeks ago
Select how often (in days) to receive an alert:
Testamentary Consultant
Business Unit: Sales & Distribution
Date: 3 Oct 2024
Testamentary Consultant
100% Commission only role
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
1. Selling the Estate Preserver and collecting information for drafting of wills.
2. Building relationships with the Financial Advisors and identifying additional opportunities for the Financial Advisors.
3. Offering superior client service and technical knowledge.
4. Maintaining a 60-70% sales conversion ratio of the Estate Preserver.
5. Gathering accurate information for the drafting of the Wills.
6. Issuing of quotations.
7. Ensuring all compliance is complied with.
8. Liaising with internal departments on processing issues.
9. Follow-up and tracking of business submitted.
10. Developing and maintaining Advisor relationships.
11. Communicating effectively with the Advisor and identifying opportunities.
12. Building relationships with internal departments to ensure superior service is offered to clients.
13. Participating in proactive sales and marketing initiatives.
Qualifications and Experience
Education
1. Beneficial: RE5
2. Recognised Law qualification
Experience
1. Beneficial: Sound knowledge of Insurance (short-term, health, risk) and investment products.
2. Beneficial: Broker consulting experience in an insurance company or investment house.
3. Beneficial: An understanding of Financial Planning.
4. Knowledge of MS Office Suite.
Additional Requirements:
1. Own insured transport, cell phone and driver’s license.
2. Beneficial: Bilingual.
3. Willingness to undertake business travel across Gauteng.
4. Willingness to work after hours.
5. Ability to conduct meetings online (Zoom/Teams).
Key Skills:
1. Assertiveness.
2. Self-confidence.
3. Honest and ethical.
4. Resilience.
5. Perseverance.
6. Able to manage stress and stressful situations.
7. Results driven.
8. Ability to work independently without supervision.
9. Self-disciplined.
10. Able to influence and negotiate.
11. Persuasiveness.
12. Build strong relationships.
13. Use own initiative.
14. Decisiveness.
15. Time Management.
16. Ability to meet deadlines timeously.
17. Ability to report back with accurate and concise feedback.
18. Ability to communicate effectively.
19. Ability to understand the client’s needs effectively.
20. Ability to report back accurate information for the drafting of the will.
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.
#J-18808-Ljbffr
-
Testamentary Consultant
1 month ago
Sandton, South Africa Discovery Ltd. Full time**Business Unit**:Sales & Distribution**Function**:Sales Management (FAIS Accredited)**Date**:3 Oct 2024**Discovery Estate Preserver** **Testamentary Consultant** **100% Commission only role** **Sandton** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in...
-
(High Salary) LEGAL SECRETARY
4 weeks ago
Sandton, South Africa Jobted ZA C2 Full timeMinimum requirements: - Matric is essential, with a post-matric qualification beneficial - At least 2 years' experience - Very knowledgeable on high court notices and pleadings - Proficient with Case Lines - Excellent English - written and spoken - Experienced in high court litigation and commercial contract typing - Able to take initiative -...
-
▷ High Salary: Junior Commercial Consultant
4 weeks ago
Sandton, South Africa Exceed Human Resource Consultants Full timeReference: 9672 CDS Consultant: Carinade Swardt Job Description: - Maintain and improve the agency cost database - Benchmarking of marketing costs and developing rate cards - Review and analyses of marketing budgets, scopes of work and supporting documentation - Manage and version control all standard agreements, schedules and templates - Manage the Cost...
-
IT TECHNICAL SUPPORT
1 week ago
Sandton, South Africa Jobted ZA C2 Full timeMinimum requirements: - Previous IT/Admin Support experience required - Completed qualifications in IT - High technical competency - Ability to manage small projects independently to a conclusion - Service orientated with good understanding of inter-dealer broking and trade flows - Experience in a support role from a market or technical perspective -...
-
[High Salary] LITIGATION SECRETARY
18 hours ago
Sandton, South Africa Jobted ZA C2 Full timeMinimum requirements: - Matric essential - Secretarial diploma/legal secretarial diploma/paralegal qualification (advantageous) - Minimum 5 years experience as a legal secretary - Exposure to labour court litigation will be an added advantage - Excellent knowledge of Microsoft Office Suite programmes, more specifically MS Word - Knowledge on Aderant Expert...
-
High Salary: Rates Administrator
4 weeks ago
Sandton, South Africa Jobted ZA C2 Full time&Beyond is built, almost entirely, on the strength of remarkable people who give passionately to their roles, work tirelessly, and have the guest experience at the core of their focus daily and care of the sustainability of our communities and environment. Every single &Beyonder makes a huge difference to our success and our contribution to the world,...
-
▷ (High Salary) Sales Manager
4 weeks ago
Sandton, South Africa Copeland LP Full timeWe are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial, and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design, and manufacturing combined with...
-
Rental Sales Consultant
2 weeks ago
Sandton, South Africa Jobted ZA C2 Full timeIdentify and capitalize on rental sales opportunities while building lasting relationships with rental companies to increase the Group's market volume and share. Support dealers in economically sound vehicle sales to smaller rental companies according to their specific needs. Key Responsibilities: - Coordinate and manage a rental contact program for key...
-
(High Salary) Intermediate Developer | Sandton
4 weeks ago
Sandton, South Africa The Recruitment Council Full timeJoin one of South Africa’s leading financial service providers as an Intermediate Developer. The successful candidate will develop, create, and modify general computer applications software or specialised utility programs. Analyse user needs and develop software solutions. Design software or customise software for client use with the aim of optimising...
-
▷ [High Salary] Receptionist
4 weeks ago
Sandton, South Africa Jobted ZA C2 Full timeMinimum Requirements Minimum Qualifications: - Senior Certificate (Grade 12 or equivalent), Recognition of Prior Learning (RPL). Minimum Experience: - At least 2 or 5 years as a receptionist/switchboard operator. Please note that preference will be given to people with disabilities. Duties and Responsibilities 1. Switchboard Management/ Reception -...
-
High Salary: Marketing Executive
4 weeks ago
Sandton, South Africa The Spitz Group Full timeTHE SPITZ GROUP comprises the following brands SPITZ, GANT, KURT GEIGER, GREEN CROSS & GX&Co. Each of these brands adds to what makes The Spitz Group a unique business to work for and creates career opportunities to work with some of the top premium brands in South Africa.Are you ready to step into a creative, high-energy role where you can shape the future...
-
Sandton, South Africa Jobted ZA C2 Full timeMinimum requirements: - Syspro experience essential - Tender experience very beneficial - Experience from building materials/electrical/construction environment selling to wholesalers and retail companies like Builders Warehouse, etc - Support to the Sales Project Team - Quotations - Invoices - Stock Consultant: RJ Jeftha - Dante Personnel Greenstone
-
In office travel agent
4 weeks ago
Sandton, South Africa Jobted ZA C2 Full timeJoin Our Team as an In-Office Travel Agent! Location: Sandton, South Africa Company: Shorza (LTD) Are you passionate about travel and excited to create unforgettable experiences for clients? Shorza (LTD) is on the hunt for dynamic and enthusiastic In-Office Travel Agents to join our vibrant team in Sandton! What You'll Do: - Craft Unforgettable...
-
High End Lounge Sales Executive
2 weeks ago
Sandton, South Africa Catch Recruit Full timeCatch Recruit is a leading recruitment agency, and we are currently partnering with a well-established furniture retailer to find an exceptional candidate for a High End Lounge Sales Executive position.This is an excellent opportunity for a sales professional to join a dynamic team and contribute to the growth and success of the company. The ideal candidate...
-
[High Salary] Facilities Supervisor
4 weeks ago
Sandton, South Africa Cape Union Mart Group Full timeAn opportunity has become available at our Regional Offices (Johannesburg) within Cape Union Mart for a Facilities Supervisor within the Facilities division. The general overseeing of the regional office includes fleet management, general maintenance of stores, and various other responsibilities. Responsible for ensuring that all company vehicles are...
-
[High Salary] HPCSA Phlebotomist
4 weeks ago
Sandton, South Africa South African National Blood Service Full timeJob category: Health, Fitness, Medical and Optometry Contract: Permanent Business Unit: Egoli Central Mobile 2 Remuneration: R 345,195.00 EE position: No Introduction South African National Blood Service has an opportunity for a Phlebotomist in the blood collection department. The purpose will be to collect quality safe blood according to specific...
-
▷ [High Salary] Solutions Architect
4 weeks ago
Sandton, South Africa IZI Solutions Habitat Full timeTo be considered for this position, candidates must be in possession of: - Strong Background in Designing complex technical solutions in line with meeting business goals - Bachelors’ Degree or equivalent (NQF7) in Computer Science, IT or related fields - Proven Solution Architecture experience - Strong understanding of software development, cloud...
-
▷ High Salary: Academic Head
2 weeks ago
Sandton, South Africa Jobted ZA C2 Full timeWhat We Are Looking For: A passion for technology and its potential to shape the future. - Leadership skills to manage and guide a highly qualified faculty of technology experts. - A commitment to academic excellence and innovation in educational delivery. Responsibilities: Academic Leadership - Lead and manage a faculty of technology experts, ensuring...
-
Sandton, South Africa JSE Limited Full timeHead of HR and Organisational Development Listing reference: jse_000463 Listing status: Online Apply by: 25 March 2024 Position summary Job category: Human Resources and Recruitment Contract: Permanent Remuneration: Market Related EE position: Yes Introduction The purpose of the role is to drive the HR strategy and lead all the initiatives in...
-
Telesales Consultant
5 months ago
Sandton, South Africa Blue Mercury Financial Services Full timeBlue Mercury is looking for individuals to sell #1 Short Term Insurance and Life Insurance products on the market as well as WILL's 'and TRUSTS We offer a high starting basic salary of R5100 for junior agents and you can earn commission in your first month and be paid commission in that month as well We have 3 types of positions available: Junior, Senior &...