Client Interaction Consultant

Discovery Limited; Wes-Kaap; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider is seeking a Client Interaction Consultant to create exceptional customer experiences in Cape Town. The ideal candidate will have strong sales skills, with a passion for customer service and face-to-face interaction. Responsibilities include generating sales, providing product information, and managing client relationships. This role requires flexibility to work retail hours, including weekends and public holidays.

Qualifications

• 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.

Responsibilities

• Navigate client experience through digital platforms to share Discovery offerings.
• Provide comprehensive information on Discovery products and benefits.
• Generate Discovery Bank sales and Vitality Health Check opportunities.
• Build trust-based relationships and offer world-class service.
• Manage and host events within the store environment.

Skills

Face-to-face sales

Customer experience

Communication skills

Emotional intelligence

Customer service

Adaptability

Team player

Time management

Goal orientation

Education

3-year undergraduate degree

Job description

Discovery – Marketing

Client Interaction Consultant – Cape Town Sea Point

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.

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 stores 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.