Business Consultant – Bloemfontein at Discovery
Location; DCS Free State, Free State, ZA
Business Unit: Sales & Distribution
Function: Business Consultants / Business Development (FAIS
Date: 18-Nov-2022
Discovery – Sales and Distribution
Business Consultant
About Discovery
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.
Key Purpose of the role
Increase the sales of the product range through building relationships, superior client service and technical knowledge
Areas of responsibility may include but not limited to
– Increase the sales of the product range through building relationships, superior client service and technical knowledge.
– Developing and maintaining broker relationships.
– Review new business pipeline, follow-up and tracking.
– Issuing of quotations.
– Technical training of and ongoing product support to financial advisor.
– Dealing with queries and providing information on a range of sales and service issues.
– Liasing with internal departments on processing issues.
– Building relationships with internal departments to ensure superior service is offering to clients.
– Keeping up-to-date with competitor product and service offering and industry developments..
– Participating in proactive sales and marketing initiatives
Key Responsibilities
– Developing and maintaining broker relationships
– Review new business pipeline, follow-up and tracking
– Issuing of quotations
– Technical training of and ongoing product support to financial advisors
– Dealing with queries and providing information on a range of sales and service issues
– Liasing with internal departments to ensure superior service is offered to clients
– Keeping up-to-date with competitor product and service offering and industry developments
– Participating in proactive sales and marketing initiatives
Personal Attributes and skills
– Own insured transport, cellphone and drivers license
– Willingness to undertake business travel across South Africa
– Assertiveness
– Self-confidence
– Honest and ethical
– Resilience
– Perseverance
– Able to manage stressful situations
– Results driven
– Ability to work independently without supervision
– Self-Disciplined
– Able to influence and negotiate
– Persuasive
– Able to manage stress and stressful situations
– Results driven
– Ability to work independently without supervision
– Self-Discipline
– Able to influence and negotiate
– Persuasive
– Build strong relationships
– Use own initiative
– Decisiveness
Qualifications and Experience
– NQF5 in Wealth Management of Financial Planning
– RE5
– Knowledge of underwriting process
– Broker consulting experience in the financial services industry
– An understanding of financial planning
– Knowledge of MS Office Suite
Location
- Bloemfontein
EMPLOYMENT EQUITY
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.
