Sales Integration Specialist (Cape Town)

Discovery Limited; Cape Town; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading health and financial services company is seeking a Discovery Integration Specialist in Cape Town. The role involves engaging clients to enhance product adoption through proactive campaigns while achieving sales targets. Candidates should have at least 2 years of sales experience, preferably in financial services, and strong communication skills. The ability to manage a pipeline and deliver exceptional client service is essential. Knowledge of Discovery's products is advantageous. Join a dynamic environment where your growth is supported and achievements celebrated.

Qualifications

• Minimum 2 years’ sales experience, preferably in financial services.
• Proven experience in client management and multi‑product sales.
• Discovery product knowledge advantageous.

Responsibilities

• Engage with clients and conduct regular reviews to enhance product adoption.
• Achieve sales and penetration targets for Discovery’s product suite.
• Convert hot transfers and appointments into successful sales.

Skills

Self‑motivated and goal oriented

Strong ability to influence and persuade

Resilient and adaptable to change

Excellent time management and organisational skills

Strong communication skills (verbal and written)

Tech‑savvy and comfortable with virtual engagement tools

Education

Matric

Tertiary qualification in business or finance

Job description

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.

We’re looking for driven, ambitious individuals who thrive in fast-paced environments and are passionate about making a difference. Whether your background is in banking, insurance, or outbound telesales, if you're motivated to succeed and want to be part of a team that’s committed to our core purpose—making people healthier and protecting and enhancing their lives—this is your moment.

At Discovery Connect, we don’t just offer jobs—we offer careers. Join a well-established, market-leading company where your growth is supported, your achievements are celebrated, and your potential is unlocked.

Job Description

The Discovery Integration Specialist plays a critical role in deepening relationships with existing Discovery clients by increasing product and benefit penetration across the Discovery ecosystem. This role focuses on cross‑selling and up‑selling Discovery products through an on‑advised model, leveraging opportunities generated by Lead Generation Agents and targeted campaigns.

• Engage with clients via appointments, hot transfers, and structured opportunities provided by the lead generation team.
• Independently execute specific and targeted campaigns to drive product adoption.
• Conduct ad hoc and annual client reviews to identify gaps and recommend solutions that enhance client value.
• Manage their own pipeline and diary to ensure optimal conversion and client experience.
The role requires a consultative approach, strong product knowledge, and the ability to deliver exceptional client engagement virtually and telephonically.

The successful individual will be required to perform on, but not limited to, the following key outputs:

• Achieve sales and penetration targets across Discovery’s product suite through proactive engagement and structured campaigns.
• Convert hot transfers and scheduled appointments into successful multi‑product sales.
• Conduct annual and ad hoc reviews to identify opportunities for additional products and benefits.
• Maintain a professional and client‑centric approach to selling, ensuring superior service delivery.
• Communicate effectively via telephone, email, and video calls.
• Ensure compliance with all regulatory and internal requirements.
• Build strong relationships with internal teams to ensure seamless client experiences.
• Stay up to date with Discovery’s product offerings and industry developments.

Personal attributes and skills

• Self‑motivated and goal oriented.
• Strong ability to influence and persuade.
• Resilient and adaptable to change.
• Excellent time management and organisational skills.
• Ability to perform under pressure in a fast‑paced environment.
• Strong communication skills (verbal and written).
• Tech‑savvy and comfortable with virtual engagement tools.

Qualification & Experience

• Matric (essential).
• Minimum 2 years’ sales experience (financial services preferred).
• Proven experience in client management, cross‑selling or multi‑product sales.
• Discovery product knowledge advantageous (Life, Health, Insure, Bank, Vitality).
• NQF5 and RE5 qualifications are advantageous but not essential.
• Classes of Business qualifications are advantageous but not essential.

Beneficial

• Tertiary qualification, particularly in business or finance.
• Experience in telephonic sales or virtual sales environments.
• Understanding financial planning principles.

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.