Discovery Limited
Discovery Limited
Discovery Limited
About the job
Discovery Connect :Virtual Sales 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.
Job Description
The Virtual Sales Consultants are expected to be highly motivated and professional ambassadors for Discovery Connect, supporting clients after their initial product take-up via the Discovery Connect channel. Successful consultants are those that build trust-based relationships, offer world-class service and reliability, always doing what is best for our clients.
Consultants are expected to generate sales opportunities via targeted existing Discovery Connect clients (>100,000 high value target clients) through on-going servicing and upsell campaigns across the
Discovery product range. Consultants must carry themselves off professionally, conducting virtual (Zoom-based) client appointments and completing holistic FNAs and sales across the product range. Consultants will be expected to manage their own diary, client appointments and sales pipelines; proactively seeking sales opportunities and offering solutions tailored to a clients’ needs
Key Outputs
The successful individual will be required to perform on, but not limited to the following key outputs:
Achieve sales targets through participation in proactive sales and marketing initiatives / campaigns
Maintain a professional approach to selling and manage the high networth clients efficiently
Communicate to members via telephone, email and video-calls
Conduct Financial Needs Analysis
Comply with the compliance requirements
Achieve quality targets
Adherance to service level agreements
Build relationships with internal departments to ensure superior service offering to clients
Keep up-to-date with competitor product and service offerings and industry developments
Deal with client queries and provide information on a range of sales and service issues
Personal attributes and skills
The successful individual will be required to demonstrate the following competencies:
Self motivated
Goal orientated
Team Player
Ability to perform under pressure
Adaptable to change
Persuasive and resilient
Self managed with sound time management
Attention to detail
Ability to learn quickly and apply knowledge
Speak fluently (accent neutral) English/Afrikaans
Qualification & Experience
Matric
At least 2 years sales experience
Minimum 1 year Discovery Life product knowledge
Minimum 1 year Discovery Insure product knowledge
Minimum 1 year Discovery Health product knowledge
Minimum 1 year Discovery Bank product knowledge
Minimum 1 year Discovery Invest product knowledge
PC literacy, email, word, excel (proficiency in MS Office)
Tertiary qualification an advantage
Essential NQF5 and RE5 qualification
COB Qualification
Beneficial
Tertiary qualification, particularly a business degree (or progress towards one)
Sound investment, life and other insurance knowledge
Broker 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.
Virtual Sales Consultant
Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to make this vision a reality. Fuelled by our passion for enhancing lives and our desire to innovate, Discovery consistently sets global standards, creating shared value through shared intellectual capital. A testament to this is our Vitality programme, which is both a platform to incentivise people to live healthier lives as well as a channel through which shared value is delivered. We are a proudly South African-born, global company with health, life and short term insurance operations in South Africa and the United Kingdom, and a presence in Germany, France, the United States, Canada, Australia, Singapore, Hong Kong, Philippines, Thailand, Malaysia, China and Japan through our Global Vitality Network. We uphold our promise of shared value by being a positive disruptor that focusses on bringing about sustainable change in the lives of the people and communities we serve across the globe. Our Vitality Shared-Value Insurance model has received international recognition, including being ranked 17th in Fortune’s index of 51 companies “changing the world” in August 2015, and named a leading health innovator at the World Economic Forum in January 2017. Our values of leadership, honesty, innovation and fairness act as our compass, directing our business practices to take advantage of every opportunity while looking for ways to dazzle clients. With an unwavering commitment to being the best shared value insurance organisation in the world, Discovery is a powerful force for social good.