Key Purpose
Increase the sales of the product range through building relationships, superior client service and technical knowledge via Virtual platforms.
Areas of responsibility may include but not limited to :
All work must be done accurately, comprehensively and in-line with set quality standards and timelines.
Increase Discovery products sales through building relationships, superior client service and technical expertise
Create strategic business partnerships with multiple intermediary stakeholders.
Relationship building with internal and external stakeholders.
Project management of new business process, from end to end.
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
Personal Attributes and Skills
Logical, analytical problem-solving ability.
Excellent interpersonal skills.
Excellent verbal and written communication skills.
Ability to work independently.
Ability to take accountability, responsibility, and ownership.
Able to take initiative and exercise sound judgment and decision making.
Ability to work in a highly pressurized, target oriented environment.
Ability to deal positively with change and uncertainty.
Strong business acumen.
Strong sales and persuasive skills.
Customer oriented.
Ability to meet deadlines timeously.
Experience
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
Qualification
Business degree (advantageous)
RE5 (preferable)
NQF5 in Wealth Management of Financial Planning / 60 FAIS credits (preferable)
Knowledge of MS Office Suite
Sales experience (advantageous)
Knowledge of MS Office Suite