DCM - Mass Market - Business Consultant - JHB Sandton at Discovery Limited

Key Purpose of the role

• Increase the sales of the product range by building relationships, maintaining superior client service backed by sound technical knowledge

Key Responsibilities

• Developing and maintaining broker relationships
• Reviewing the new business pipeline, following up, and tracking
• Issuing of quotations
• Technical training of & ongoing product support to financial advisors
• Dealing with queries & providing information on a range of sales and service issues
• Liaising with internal departments to ensure superior service is offered to clients
• Keeping up to date with competitor product and service offering & industry developments
• Participating in proactive sales & marketing initiatives

Key Requirements

• Own insured transport, cell phone and drivers license
• Willingness to undertake business travel across South Africa

Competencies

• Assertiveness
• Self-confidence
• Honest and ethical
• Resilience
• Perseverance
• Able to manage stressful situations
• Results driven
• Ability to work independently without supervision
• Self-Disciplined
• Persuasive
• Results driven
• Build strong relationships
• Use own initiative
• Decisiveness

Qualifications and Experience:

Minimum

• NQF5 in Wealth Management of Financial Planning
• RE5

Advantageous:

• Business degree
• Sound medical aid knowledge
• Knowledge of underwriting process
• Broker consulting experience in the financial services industry
• An understanding of financial planning
• Knowledge of MS Office Suite