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Consultant
Location
South Africa
Posted
22 days ago
Salary
0
Seniority
Mid Level
Job Description
Consultant
Discovery Limited
• Increase the sales of the product range through building relationships, superior client service and technical knowledge via Virtual platforms. • Create strategic business partnerships with multiple intermediary stakeholders. • Relationship building with internal and external stakeholders. • Project management of new business process. • Develop comprehensive business plans that align with advisor objectives. • Intermediary reporting and trend analysis. • Consistently deliver Discovery value proposition. • Escalated query resolution and troubleshooting. • Review new business pipeline, follow-up, and tracking. • Issuing of quotations. • Liaise with Operations support teams on servicing and processing of business. • Technical training and ongoing product support to financial advisors. • Keeping up to date with competitor product and service offering and industry developments. • Participating in proactive sales and marketing initiatives
Job Requirements
- 2 years’ experience in Customer Service
- 2 years’ experience in Insurance industry.
- Knowledge of Discovery Products.
- Relevant financial services industry experience is advantageous.
- Sound insurance industry experience
- Adviser consulting experience in the financial services industry
- An understanding of financial planning
- Business degree (advantageous)
- RE5 (preferable)
- NQF5 in Wealth Management of Financial Planning / 60 FAIS credits (preferable)
- Knowledge of MS Office Suite
- Sales experience (advantageous)
Benefits
- Employee benefits to enhance and protect lives
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