Virtual Advisor at Discovery Limited

Job Description

• Virtual Advisors serve as trusted and professional representatives of Discovery Connect. Success in this role is driven by the ability to build strong, trust-based relationships, deliver exceptional service, and consistently act in the best interest of our clients.
• Advisors are responsible for generating sales opportunities by engaging targeted Discovery Connect clients through various campaigns across the full Discovery product suite. This role requires proactive diary management, scheduling client appointments, and maintaining a robust sales pipeline. Advisors must actively seek new opportunities and provide tailored solutions that meet individual client needs.
• Professionalism is key, as Advisors conduct virtual consultations, perform comprehensive Financial Needs Analyses (FNAs), and facilitate sales across multiple product lines.

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

• Achieve sales targets through participation in proactive sales and marketing initiatives / campaigns
• Maintain a professional approach to selling and manage the high networth clients efficiently
• Communicate to members via telephone, email and video-calls
• Conduct Financial Needs Analysis
• Comply with the compliance requirements
• Achieve quality targets
• Adherance to service level agreements
• Build relationships with internal departments to ensure superior service offering to clients
• Keep up-to-date with competitor product and service offerings and industry developments
• Deal with client queries and provide information on a range of sales and service issues

Personal attributes and skills
The successful individual will be required to demonstrate the following competencies:

• Self motivated
• Goal orientated
• Team Player
• Ability to perform under pressure
• Adaptable to change
• Persuasive and resilient
• Self managed with sound time management
• Attention to detail
• Ability to learn quickly and apply knowledge
• Speak fluently (accent neutral) English/Afrikaans

Qualification & Experience

• Matric
• At least 2 years sales experience
• Minimum 1 year Discovery Life product knowledge
• Minimum 1 year Discovery Insure product knowledge
• Minimum 1 year Discovery Health product knowledge
• Minimum 1 year Discovery Bank product knowledge
• Minimum 1 year Discovery Invest product knowledge
• PC literacy, email, word, excel (proficiency in MS Office)
• Tertiary qualification an advantage
• Essential NQF5 and RE5 qualification
• COB Qualification
• An understanding of financial planning 

Beneficial:

• Tertiary qualification, particularly a business degree (or progress towards one)
• Sound investment, life and other insurance knowledge
• Broker consulting experience in the financial services industry