Talent Pool : Outbound Consultant - DWTS

Note: this advert serves to build a Talent Pool for the Oubound Consultant role within our DWTS team.

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.

About Discovery Life

Discovery Life is an ever growing fast-paced and dynamic environment that provides innovative risk assurance to individual clients.  This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders.  It is important for our employees to provide world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

About Discovery Wills and Trusts Department

The Discovery wills and trust team is made up of dynamic and a passionate group of young individuals, dedicated to guiding clients through one of the most important decisions of their lives – drafting their wills and protecting their legacies. With our unique indemnity product, we go beyond the traditional – offering clients a safeguard that speaks to our commitment to excellence and innovation.

Role Description

The Booking Agent/Caller plays a key role in the Wills & Trust department by engaging prospective and existing clients through outbound calls. The primary responsibility is to call clients referred to the department and introduce the company’s Wills and Trust services, qualify client needs, and secure appointments for Testamentary Consultants. This role requires professionalism, strong communication skills, and the ability to build rapport quickly over the phone. The Outbound Call Centre Consultant must maintain a professional and client-centric approach at all times, ensuring a positive first impression of the company.

Key Outputs / Job Responsibilities

1. Prioritise and conduct outbound calls to prospective and existing clients regarding Wills, Trusts, and related estate planning services.
2. Qualify leads and determines client suitability or readiness for specialist consultations.
3. Secure and schedule appointments with Testamentary Consultant, ensuring diaries are well managed.
4. Accurately capture and update client information on the Lead Management System (LMS).
5. Follow compliance requirements and adhere to financial services regulations and internal policies.
6. Meet daily/weekly/monthly call- and booking targets.
7. Provide feedback on client interactions and highlight any trends or recurring client concerns.

 Job / Role Requirements

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.