Business Consultant

Sandton

Business:  Sales & Distribution
Function:  Sales Management (FAIS Accredited)
Date:  01-Jun-2021

Discovery Marketing
Business 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.

 

 

Key Purpose of the role

 

Increase the sales of the product range through building relationships, superior client service and technical knowledge

 

Job Category

-Increase the sales of the product range through building relationships, superior client service and technical knowledge

Developing

– Developing and maintaining broker relationships

– Review new business pipeline, follow-up and tracking

-Issuing of quotations

-Technical training of and ongoing product support to financial advisor

– Dealing with queries and providing information on a range of sales and service issues

-Liasing with internal departments on processing issues

– Building relationships with internal departments to ensure superior service is offering to clients

– Keeping up-to-date with competitor product and service offering and industry developments

– Participating in proactive sales and marketing initiatives

 

Key Responsibilities

 

– Developing and maintaining broker relationships

– Review new business pipeline, follow-up and tracking

– Issuing of quotations

– Technical training of and ongoing product support to financial advisors

– Dealing with queries and providing information on a range of sales and service issues

– Liasing with internal departments to ensure superior service is offered to clients

– Keeping up-to-date with competitor product and service offering and industry developments

– Participating in proactive sales and marketing initiatives

 

Personal Attributes and skills:

 

– Own insured transport, cellphone and drivers license

– Willingness to undertake business travel across South Africa

– Assertiveness

– Self-confidence

– Honest and ethical

– Resilience

– Perseverance

– Able to manage stressful situations

– Results driven

– Ability to work independently without supervision

– Self-Disciplined

– Able to influence and negotiate

– Persuasive

– Able to manage stress and stressful situations

– Results driven

– Ability to work independently without supervision

– Self-Discipline

– Able to influence and negotiate

– Persuasive

– Build strong relationships

– Use own initiative

– Decisiveness

 

Qualifications and Experience:

Minimum

– NQF5 in Wealth Management of Financial Planning

– RE5

 

Beneficial:

– Business degree

– Sound medical aid knowledge

– Knowledge of underwriting process

– Broker consulting experience in the financial services industry

– An understanding of financial planning

– Knowledge of MS Office Suite

 

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

 

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.