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Discovery
Discovery is committed to making people healthier and improving lives. We invest in exceptional individuals who align with our core purpose and values. Our fast-paced, innovative environment is perfect for driven professionals who strive to make a meaningful impact on society while achieving financial success.
Job Overview:
We are seeking highly motivated and professional Virtual Sales Consultants to join our dynamic Discovery Connect team. As trusted ambassadors, consultants will engage with existing Discovery clients, fostering trust-based relationships and delivering world-class service. This role involves proactive sales generation, virtual client engagements via Zoom, and comprehensive financial needs analyses to tailor solutions to individual client requirements.
Key Responsibilities:
- Achieve sales targets through strategic sales and marketing initiatives.
- Deliver professional and efficient service to high-net-worth clients.
- Conduct client interactions via telephone, email, and video calls.
- Perform Financial Needs Analyses (FNA) to identify and offer suitable product solutions.
- Maintain compliance with service level agreements and quality standards.
- Foster strong relationships with internal departments to enhance service delivery.
- Stay updated on competitor offerings, industry trends, and product developments.
- Address client queries and provide expert guidance on sales and service-related matters.
Required Skills & Personal Attributes:
- Self-motivated and goal-oriented
- Strong team player with the ability to perform under pressure
- Adaptability to change and resilience in a dynamic environment
- Persuasive communication and negotiation skills
- Excellent time management and self-discipline
- Attention to detail and quick learning ability
- Fluent in English and Afrikaans (neutral accent preferred)
Qualifications & Experience:
- Matric certification
- Minimum of 2 years of sales experience
- At least 1 year of experience with Discovery products, including Life, Health, Insure, Bank, and Invest
- Proficiency in MS Office (Word, Excel, Email)
- Essential NQF5 and RE5 qualifications
- COB qualification
Beneficial:
- Tertiary qualification, particularly in business or finance
- Strong knowledge of investments, life insurance, and financial planning
- Experience in broker consulting within financial services
Employment Equity Commitment:
Discovery is an equal-opportunity employer, and our Employment Equity Plan will be considered during recruitment. We encourage applications from individuals with disabilities and diverse backgrounds.
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