CPT - DC Sales Integration Specialist - Sable Park at Discovery Limited

Job Description

• The Discovery Integration Specialist plays a critical role in deepening relationships with existing Discovery clients by increasing product and benefit penetration across the Discovery ecosystem. This role focuses on cross-selling and up-selling Discovery products through a non-advised model, leveraging opportunities generated by Lead Generation Agents and targeted campaigns.

Integration Specialists will:

• Engage with clients via appointments, hot transfers, and structured opportunities provided by the lead generation team.
• Independently execute specific and targeted campaigns to drive product adoption.
• Conduct ad hoc and annual client reviews to identify gaps and recommend solutions that enhance client value.
• Manage their own pipeline and diary to ensure optimal conversion and client experience.
• The role requires a consultative approach, strong product knowledge, and the ability to deliver exceptional client engagement virtually and telephonically.

Key Outputs

The successful individual will be required to perform on, but not limited to, the following key outputs:

• Achieving sales and penetration targets across Discovery’s product suite through proactive engagement and structured campaigns.
• Convert hot transfers and scheduled appointments into successful multi-product sales.
• Conduct annual and ad hoc reviews to identify opportunities for additional products and benefits.
• Maintain a professional and client-centric approach to selling, ensuring superior service delivery.
• Communicate effectively via telephone, email, and video calls.
• Ensure compliance with all regulatory and internal requirements.
• Build strong relationships with internal teams to ensure seamless client experiences.
• Stay up to date with Discovery’s product offerings and industry developments.

Personal attributes and skills

The successful individual will be required to demonstrate the following competencies:

• Self-motivated and goal oriented.
• Strong ability to influence and persuade.
• Resilient and adaptable to change.
• Excellent time management and organizational skills.
• Ability to perform under pressure in a fast-paced environment.
• Strong communication skills (verbal and written).
• Tech-savvy and comfortable with virtual engagement tools.

Qualification & Experience

• Matric (essential).
• Minimum 2 years’ sales experience (financial services preferred).
• Proven experience in client management, cross-selling or multi-product sales.
• Discovery product knowledge advantageous (Life, Health, Insure, Bank, Vitality).
• PC literacy (MS Office proficiency).
• NQF5 and RE5 qualifications are advantageous but not essential.
• Classes of Business qualifications are advantageous but not essential.

Beneficial:

• Tertiary qualification, particularly in business or finance.
• Experience in telephonic sales or virtual sales environments.
• Understanding financial planning principles.