Virtual Sales Consultant at Discovery Limited

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

Beneficial:

•  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