Virtual Sales Consultant

Discovery Limited; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

A leading company is looking for a Virtual Sales Consultant who will support clients post-product take-up via virtual appointments. This role involves achieving sales targets, conducting financial analyses, and building strong client relationships to enhance service delivery in a dynamic environment.

Qualifications

• At least 2 years sales experience required.
• Minimum 1 year product knowledge for various Discovery services.
• Tertiary qualification is an advantage.

Responsibilities

• Achieve sales targets through proactive sales initiatives.
• Conduct Financial Needs Analysis and manage client communications.
• Build trust-based relationships with high net worth clients.

Skills

Self motivated

Goal orientated

Team Player

Persuasive

Attention to detail

Adaptable to change

Education

Matric

Essential NQF5 and RE5 qualification

COB Qualification

Tools

PC literacy

MS Office

Job description

Discovery Connect :Virtual Sales Consultant
About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out
and invest in exceptional individuals who understand and support our core purpose, and whose own
values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven
people to be their best. As global thought leaders, Discovery is passionate about innovating in order to
not only achieve financial success, but to ignite positive and meaningful change within our society.

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
• 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

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.