Virtual Sales Consultant

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