Virtual Sales Consultant

Discovery Limited; Gauteng; Remote; ZAR 200,000 - 300,000; Full time

Job summary

A prominent financial services company is seeking a Virtual Sales Consultant to manage client relationships and drive sales through proactive engagement across its product range. Ideal candidates will have two years of sales experience, proven product knowledge in various Discovery offerings, and strong communication skills. This role is instrumental in building trust-based relationships with clients and achieving sales targets in a dynamic environment.

Qualifications

• At least 2 years sales experience.
• Minimum 1 year product knowledge across Discovery Life, Insure, Health, Bank, and Invest.
• PC literacy including email and MS Office.

Responsibilities

• Achieve sales targets through proactive sales and marketing initiatives.
• Conduct Financial Needs Analysis.
• Manage client appointments and sales pipelines.

Skills

Self motivated

Goal orientated

Team Player

Ability to perform under pressure

Persuasive and resilient

Attention to detail

Education

Matric

NQF5 and RE5 qualification

Tertiary qualification

Tools

MS Office (Word, Excel)

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.