Executive Business Consultant at Discovery Limited

Key Purpose

• The Executive BC manages a team of BC’s and builds the strongest relationships in the market with advisers value our solutions and together want to improve retirement outcomes and protect peoples lives. The aim will be to drive new business across all CEB products (Group Risk, Retirement Fund and Healthy Company EAP). This position forms part of the corporate distribution team and is a new role and the most senior position within corporate distribution other than the head of distribution. This person will form part of the Growth Exco and play an essential role in helping CEB achieve our ambitious new business targets.

Areas of responsibility may include but not limited to

• Driving growth in new business sales.
• Establishing and nurturing relationships with advisers, both at executive and operational level, to ensure that Discovery is one of the top options they want to position to their clients as part of a benefit review on EB products.
• Developing and implementing adviser account strategies to achieve long-term success and align with the broker’s key objectives.
• Tracking and analyzing key performance metrics to assess adviser relationship health and identify areas for improvement.
• Serve as the first port of call for adviser and client questions relating to our GR and UF products and need to therefore understand and know our products very well.
• Work with advisers to identify sales opportunities for GR and UF, as well as identifying opportunities to upsell or cross-sell additional products or services to existing clients.
• Ensure that the correct benefit structure and quote alternatives are submitted.
• Create strategic business partnerships with multiple intermediary stakeholders.
• Relationship building with internal and external stakeholders.
• Project management of new business processes, from end to end.
• Escalated query resolution and troubleshooting.
• Review new business pipeline, follow-up, and tracking.
• Issuing of quotations within stipulated timelines.
• 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

• Values Driven
• Optimistic
• Learns on the Fly
• Resilient
• Instils Trust
• People Savvy
• Drives Results
• Problem Solver

Education and Experience

• Business degree (advantageous)
• RE5 required, RE1 (preferable)
• Business degree (advantageous)
• NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable).
• Strategic Relationship building and Sales experience.
• More than 10 years Employee Benefits or B2B Sales experience.
• Proven track record of building strategic relationships and driving growth through new business sales.
• Relevant financial services industry experience is advantageous.
• Sound Employee Benefits industry experience specifically.