Virtual Sales Consultant

Business Unit: DCM Distribution

Function: Brokers (FAIS Accredited)

Date: 26 Jul 2025

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.

• 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

• 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

• 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

• 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

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.