DDS Consultant at Discovery Limited

Key Purpose

• Discovery Direct Services is an internal Sales and Distribution team in Discovery. We are seeking full time Consultants to provide new business, servicing, and marketing support on all product lines to independent financial advisers. The successful incumbent must pride themselves on providing efficient and effective service to financial advisers with consistency and reliability. To ensure success as a Consultant, you should be resourceful enough to build relationships with financial advisers though various forms of communication. In addition, you should be alert to business opportunities that present themselves and enjoy enhancing your existing competencies and developing new knowledge and skills.

Areas of responsibility may include but not limited to:

• Develop comprehensive business plans that align with adviser objectives and market dynamics.
• Flexibly adjust strategies in response to evolving market conditions and emerging opportunities.
• Identify and evaluate potential opportunities integrating them into actionable business plans.
• Taking telephonic queries from Discovery Direct Financial advisers from investigation through to resolution and feedback.
• Drafting new business and servicing quotations.
• Capturing New business applications.
• Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondence as well as reporting on it on a frequent basis.
• Working on various Discovery Systems (Adviser360, Smart Track, Paradigm, Teams, Front Line, and SAM).
• Review, follow-up and track new business.
• Liaise with operation support areas on servicing and processing of business.

Personal Attributes and Skills

• Ability to influence and negotiate.
• Results driven.
• Honest and ethical.
• Problem solver.
• Resilient and optimistic.

Education and Experience

• 2 years of experience in customer services (Essential).
• 60 FAIS Credits (Essential).
• Regulatory Exams (RE) (Advantageous).
• Knowledge of MS Office Suite (Required).
• Understanding of Financial Planning (Required).
• Knowledge of insurance (short-term, health, risk and investment industry) (Required).