Consultant at Discovery Limited

Key Purpose

• Increase the sales of the product range through building relationships, superior client service and technical knowledge via Virtual platforms.

Areas of responsibility may include but not limited to :

All work must be done accurately, comprehensively and in-line with set quality standards and timelines.

• Increase Discovery products sales through building relationships, superior client service and technical expertise
• Create strategic business partnerships with multiple intermediary stakeholders.
• Relationship building with internal and external stakeholders.
• Project management of new business process, from end to end.
• Develop comprehensive business plans that align with advisor objectives.
• Intermediary reporting and trend analysis.
• Consistently deliver Discovery value proposition.
• Escalated query resolution and troubleshooting
• Review new business pipeline, follow-up, and tracking.
• Issuing of quotations
• Liaise with Operations support teams on servicing and processing of business.
• Technical training and ongoing product support to financial advisors.
• Keeping up to date with competitor product and service offering and industry developments
• Participating in proactive sales and marketing initiatives

Personal Attributes and Skills

• Logical, analytical problem-solving ability.
• Excellent interpersonal skills.
• Excellent verbal and written communication skills.
• Ability to work independently.
• Ability to take accountability, responsibility, and ownership.
• Able to take initiative and exercise sound judgment and decision making.
• Ability to work in a highly pressurized, target oriented environment.
• Ability to deal positively with change and uncertainty.
• Strong business acumen.
• Strong sales and persuasive skills.
• Customer oriented.
• Ability to meet deadlines timeously.

Experience

• 2 years’ experience in Customer Service
• 2 years’ experience in Insurance industry.
• Knowledge of Discovery Products.
• Relevant financial services industry experience is advantageous.
• Sound insurance industry experience
• Adviser consulting experience in the financial services industry
• An understanding of financial planning 

Qualification

• Business degree (advantageous)
• RE5 (preferable)
• NQF5 in Wealth Management of Financial Planning / 60 FAIS credits (preferable)
• Knowledge of MS Office Suite
• Sales experience (advantageous)
• Knowledge of MS Office Suite