Talent Pool | Assistant Business Consultant

Discovery

Sales & Distribution

Assistant Business Consultant ( ABC)

Gauteng

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.

Key Purpose

Administration and Support of Broker Consultants through building relationships, superior client service and technical knowledge.

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.

• Drafting and processing of new business and servicing quotations for all product lines within desired SLA’s
• Review new business and servicing pipeline, follow-up and tracking together with Business Consultants.
• Ensure advisers and their support staff are informed of the progress of their queries/applications.
• Set up admin processes and workflow protocol and ensure all brokers/broker support staff are adequately trained thereon.
• Processing and issuing new business and servicing policies
• Monitoring and managing franchise figures together with Business Consultants
• Managing and escalating queries ensuring they are done through correct channels.
• Maintaining a high level of accuracy across all processes.
• Relationship building with internal and external stakeholders.
• Update Smart Tracker/ Workflow process.
• Participating in proactive sales and marketing initiatives
• Deal with telephonic and email general queries.
• Maintaining accurate details and statistics of all queries
• Treating all stakeholders and business partners with respect

Personal Attributes and Skills

• Logical, analytical problem-solving ability.
• Excellent interpersonal skills.
• Excellent verbal and written communication skills.
• Ability to work independently.
• Time Management.
• 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.
• Good organizational skills.
• Proactive, self-motivated.
• Attention to detail.
• Ability to meet deadlines timeously.
• Honest and ethical.

Education and Experience

Qualifications

• Matric
• 2 years working experience in the Financial Industry
• RE5 (advantageous)
• Knowledge of MS Office Suite
• Excellent Communication skills (verbal and written)
• Tertiary qualification (advantageous)
• Relevant financial services industry experience is advantageous

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.