Job Description

Business Unit:

Discovery Connect

Function:

Brokers (FAIS Accredited)

Date:

24 Jun 2025
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.







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.