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  • Posted: Aug 25, 2021
    Deadline: Not specified
  • Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to...
    Read more about this company


    Virtual Sales Consultant

    Job Description

    • The Virtual Sales Consultants are expected to be highly motivated and professional ambassadors for Discovery Connect, supporting clients after their initial product take-up via the Discovery Connect channel. Successful consultants are those that build trust-based relationships, offer world-class service and reliability, always doing what is best for our clients.
    • Consultants are expected to generate sales opportunities via targeted existing Discovery Connect clients (>100,000 high value target clients) through on-going servicing and upsell campaigns across the Discovery product range. Consultants must carry themselves off professionally, conducting virtual (Zoom-based) client appointments and completing holistic FNAs and sales across the product range.

    Consultants will be expected to manage their own diary, client appointments and sales pipelines; proactively seeking sales opportunities and offering solutions tailored to a clients’ needs

    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 Analyses
    •  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 1year 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
    •  PC literacy, email, word, excel (proficiency in MS Office)
    •  Tertiary qualification an advantage
    •  NQF5 and RE5 qualification
    •  COB Qualification


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

    Method of Application

    Interested and qualified? Go to Discovery Limited on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

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