Virtual Sales Consultant

Business Unit: Discovery Connect
Function: Brokers (FAIS Accredited)
Date Posted: 26 July 2025

About Discovery

Discovery aims to make people healthier and enhance their lives, fostering innovation and positive societal impact. The company values motivated individuals aligned with their purpose, operating in a fast-paced environment.

Role Overview

As a Virtual Sales Consultant, you will be a professional ambassador for Discovery Connect, managing and upselling to a targeted client base (over 100,000 high-value clients). Your role includes conducting virtual meetings (Zoom), performing financial needs analyses (FNAs), and managing your sales pipeline independently.

Key Responsibilities

Achieve sales targets through proactive sales and marketing campaigns
Maintain professionalism while managing high-net-worth clients
Communicate via telephone, email, and video calls
Conduct holistic Financial Needs Analyses (FNA) and provide tailored sales solutions
Adhere to compliance and service level agreements
Collaborate with internal departments to ensure superior client service
Stay informed on competitor products and industry trends
Handle client queries effectively

Required Skills and Attributes

Self-motivated and goal-oriented
Team player with ability to work under pressure
Adaptable and resilient
Strong time management and self-management skills
Attention to detail and quick learner
Fluent in English/Afrikaans (accent neutral)

Qualifications & Experience

Matric (Grade 12)
At least 2 years sales experience
Minimum 1 year knowledge of each Discovery product line: Life, Insure, Health, Bank, Invest
Proficiency in MS Office (email, Word, Excel)
NQF5 and RE5 qualifications essential
COB qualification required
Tertiary qualification (business degree preferred) an advantage
Experience in financial services, broker consulting, and financial planning knowledge beneficial

Employment Equity

Discovery is an equal opportunity employer, actively encouraging applications from diverse backgrounds and persons with disabilities. Employment equity considerations apply.

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Virtual Sales Consultant