Thursday , December 8 2022

Discovery Careers Cape Town – Business Consultant

Website Discovery Limited

Job Description:

Increase the sales of the product range through building relationships, superior client service and technical knowledge

Job Responsibilities:

  • Dealing with queries and providing information on a range of sales and service issues
  • Technical training of and ongoing product support to financial advisor
  • Liasing with internal departments to ensure superior service is offered to clients
  • Developing and maintaining broker relationships
  • Review new business pipeline, follow-up and tracking
  • Participating in proactive sales and marketing initiatives
  • Technical training of and ongoing product support to financial advisors
  • Issuing of quotations
  • Building relationships with internal departments to ensure superior service is offering to clients
  • Liasing with internal departments on processing issues
  • Keeping up-to-date with competitor product and service offering and industry developments

Job Requirements:

  • NQF5 in Wealth Management of Financial Planning
  • Broker consulting experience in the financial services industry
  • An understanding of financial planning
  • Sound medical aid knowledge
  • Knowledge of MS Office Suite
  • Knowledge of underwriting process
  • RE5
  • Business degree

Job Details:

Company: Discovery Limited

Job Category: Private

Vacancy Type: Full Time

Job Location: Cape Town, Western Cape, SA

Application Deadline: N/A

Apply Here

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