Client Interaction Consultant

Discovery Limited; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Cape Town is seeking a Marketing Client Interaction Consultant who excels in building customer relationships and driving sales. The ideal candidate has a background in sales and client services with excellent communication skills. Responsibilities include guiding clients through products, achieving sales targets, and conducting events. This role requires adaptability and a passion for customer service, with opportunities in a dynamic environment.

Qualifications

• 2 to 3 years sales and client services experience is essential.
• Relevant financial services industry experience is advantageous.
• Discovery product knowledge is advantageous.

Responsibilities

• Build trust-based relationships with clients.
• Generate Discovery Bank sales and Vitality Health Check opportunities.
• Educate members on managing their Discovery products digitally.

Skills

Face-to-face sales experience

Customer service skills

Exceptional communication skills

Adaptability

Team player

Education

3 year undergraduate qualification

Job description

Discovery – Marketing Client Interaction Consultant – Cape Town Sea Point

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.

Key Purpose

To be a Discovery Brand Ambassador, who lives the values of Discovery and has the ability to create dazzling customer experiences. 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 Discovery Bank sales as well as Vitality Health Check opportunities via targeted walk‑in store clients and to proactively seek these opportunities.

Areas of responsibility may include but not limited to

• Navigate the client experience through our digital platforms and share the Discovery value offering
• Provide comprehensive information on all Discovery products and benefits
• Assist clients in understanding and getting the most value from their Discovery products
• Respond to new and current leads regarding product enquiries with the intent of possible conversion into a sale
• Create interest in Discovery Stores and Bank products
• Achieve Bank sales and Wellness targets through participation in proactive sales and marketing initiatives / campaigns
• Build the Discovery Bank brand and ensure that clients engage our range of products and benefits and experience our shared value offering
• Manage and convert various lead types that are generated by the business
• Willing to work retail hours, weekends and public holidays
• Represent the Discovery Store at Activation events, including outside of standard working hours
• Navigate the Discovery environment to facilitate the best client support
• Understand the business and operational processes behind products, and give constructive feedback and suggestions on enhancements
• Educate members on how to manage their Discovery products digitally
• Manage and host events within the store environment
• Fulfil administrative duties within the store
• Execute targeted store projects and campaigns

Competencies

• A proven track record of face‑to‑face sales and customer experience
• A developed level of organisation
• Exceptional communication skills
• Good emotional intelligence
• A passion for customer service
• Must be adaptable to change
• Must enjoy interacting with people
• Must be a team player
• Great time management skills
• Goal orientated

Education and Experience

• 3 year undergraduate advantageous
• 2 to 3 years sales and client services experience is essential
• Relevant financial services industry experience or qualification is advantageous
• Discovery Product Knowledge is advantageous

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.