Client Interaction Consultant at Discovery Limited

Key Purpose

• To be a Discovery Brand Ambassador, who lives the values of Discovery and has the ability to create dazzling customer experiences. 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 Discovery Bank sales as well as Vitality Health Check opportunities via targeted walk-in stores clients and to proactively seek these opportunities.

Areas of responsibility may include but not limited to

• Navigate the client experience through our digital platforms and share the Discovery value offering
• Provide comprehensive information on all Discovery products and benefits
• Assist clients in understanding and getting the most value from their Discovery products
• Respond to new and current leads regarding product enquiries with the intent of possible conversion into a sale
• Create interest in Discovery Stores and Bank products
• Achieve Bank sales and Wellness targets through participation in proactive sales and marketing initiatives / campaigns
• Build the Discovery Bank brand and ensure that clients engage our range of products and benefits and experience our shared value offering
• Manage and convert various lead types that are generated by the business
• Willing to work retail hours, weekends and public holidays
• Represent the Discovery Store at Activation events, including outside of standard working hours
• Navigate the Discovery environment to facilitate the best client support
• Understand the business and operational processes behind products, and give constructive feedback and suggestions on enhancements
• Educate members on how to manage their Discovery products digitally
• Manage and host events within the store environment
• Fulfil administrative duties within the store
• Execute targeted store projects and campaigns

Competencies

• A proven track record of face-to-face sales and customer experience
• A developed level of organisation
• Exceptional communication skills
• Good emotional intelligence
• A passion for customer service
• Must be adaptable to change
• Must enjoy interacting with people
• Must be a team player
• Great time management skills
• Goal orientated

Education and Experience

• 3 year undergraduate advantageous
• 2 to 3 years sales and client services experience is essential
• Relevant financial services industry experience or qualification is advantageous
• Discovery Product Knowledge is advantageous