Business Consultant (Durban/Richards Bay)Business Unit: Sales & Distribution
Function: Brokers (FAIS Accredited)
Date: 5 Aug 2024
About DiscoveryDiscovery'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 PurposeIncrease the sales of the product range through building relationships, superior client service and technical knowledge.
Areas of ResponsibilityIncreased Discovery LA Health product 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.Intermediary reporting and trend analysis.Consistently deliver Discovery Health value proposition.Escalated query resolution and troubleshooting.Review new business pipeline, follow-up, and tracking.Issuing of quotations.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 SkillsLogical, 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.Strong quality orientation.Good organizational skills.Proactive, self-motivated.Able to identify, nurture and develop talent.Customer oriented.Ability to meet deadlines timeously.Education and ExperienceQualifications3-5 years medical scheme industry experience (required).Business degree (advantageous).NQF5 in Wealth Management or Financial Planning / 120 FAIS credits (preferable).Knowledge of MS Office Suite.Relevant financial services industry experience is advantageous.ExperienceRelevant financial services industry experience is advantageous.Sound health industry experience.Adviser consulting experience in the financial services industry.An understanding of financial planning.RequirementsValid driver's license and insured and reliable car.Smart-phone.Willingness to travel.Employment EquityThe 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.
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