Virtual Sales Consultant - Sandton 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 Analysis
• Achieve more than YOU BELIEVE

Confidential

• 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

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
• An understanding of financial planning