Consultant

Discovery – Sales & Distribution

Virtual Consultant

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

Increase the sales of the product range through building relationships, superior client service and technical knowledge via Virtual platforms.

Areas of responsibility may include but not limited to

All work must be done accurately, comprehensively and in-line with set quality standards and timelines.

• Increase Discovery products sales through building relationships, superior client service and technical expertise
• Create strategic business partnerships with multiple intermediary stakeholders.
• Relationship building with internal and external stakeholders.
• Project management of new business process, from end to end.
• Develop comprehensive business plans that align with advisor objectives.
• Intermediary reporting and trend analysis.
• Consistently deliver Discovery value proposition.
• Escalated query resolution and troubleshooting
• Review new business pipeline, follow-up, and tracking.
• Issuing of quotations
• Liaise with Operations support teams on servicing and processing of business.
• Technical training and ongoing product support to financial advisors.
• Keeping up to date with competitor product and service offering and industry developments
• Participating in proactive sales and marketing initiatives

Personal Attributes and Skills

• Logical, analytical problem-solving ability.
• Excellent interpersonal skills.
• Excellent verbal and written communication skills.
• Ability to work independently.
• Ability to take accountability, responsibility, and ownership.
• Able to take initiative and exercise sound judgment and decision making.
• Ability to work in a highly pressurized, target oriented environment.
• Ability to deal positively with change and uncertainty.
• Strong business acumen.
• Strong sales and persuasive skills.
• Customer oriented.
• Ability to meet deadlines timeously

Education and Experience

Qualifications

• Business degree (advantageous)
• RE5 (preferable)
• NQF5 in Wealth Management of Financial Planning / 60 FAIS credits (preferable)
• Knowledge of MS Office Suite
• Sales experience (advantageous)
• Knowledge of MS Office Suite

Experience

• 2 years’ experience in Customer Service
• 2 years’ experience in Insurance industry.
• Knowledge of Discovery Products.
• Relevant financial services industry experience is advantageous.
• Sound insurance industry experience
• Adviser consulting experience in the financial services industry
• An understanding of financial planning

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.