Discovery Connect (Cape Town)
Sales Integration Specialist
About Discovery
Discoverys 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.
Were looking for driven ambitious individuals who thrive in fast-paced environments and are passionate about making a difference. Whether your background is in banking insurance or outbound telesales if youre motivated to succeed and want to be part of a team thats committed to our core purposemaking people healthier and protecting and enhancing their livesthis is your moment.
At Discovery Connect we dont just offer jobswe offercareers. Join a well-established market-leading company where your growth is supported your achievements are celebrated and your potential is unlocked.
Job Description
TheDiscovery Integration Specialistplays a critical role in deepening relationships with existing Discovery clients by increasing product and benefit penetration across the Discovery ecosystem. This role focuses oncross-selling and up-selling Discovery productsthrough anon-advised model leveraging opportunities generated byLead Generation Agentsandtargeted campaigns.
Integration Specialists will:
- Engage with clients viaappointments hot transfers and structured opportunitiesprovided by the lead generation team.
- Independently executespecific and targeted campaignsto drive product adoption.
- Conductad hoc and annual client reviewsto identify gaps and recommend solutions that enhance client value.
- Manage their own pipeline and diary to ensure optimal conversion and client experience.
The role requires a consultative approach strong product knowledge and the ability to deliver exceptional client engagement virtually and telephonically.
Key Outputs
The successful individual will be required to perform on but not limited to the following key outputs:
- Achievingsales and penetration targetsacross Discoverys product suite through proactive engagement and structured campaigns.
- Converthot transfers and scheduled appointmentsinto successful multi-product sales.
- Conductannual and ad hoc reviewsto identify opportunities for additional products and benefits.
- Maintain a professional and client-centric approach to selling ensuring superior service delivery.
- Communicate effectively via telephone email and video calls.
- Ensure compliance with all regulatory and internal requirements.
- Build strong relationships with internal teams to ensure seamless client experiences.
- Stay up to date with Discoverys product offerings and industry developments.
Personal attributes and skills
The successful individual will be required to demonstrate the following competencies:
- Self-motivated and goal oriented.
- Strong ability to influence and persuade.
- Resilient and adaptable to change.
- Excellent time management and organizational skills.
- Ability to perform under pressure in a fast-paced environment.
- Strong communication skills (verbal and written).
- Tech-savvy and comfortable with virtual engagement tools.
Qualification & Experience
- Matric(essential).
- Minimum2 years sales experience(financial services preferred).
- Proven experience inclient management cross-selling or multi-product sales.
- Discovery product knowledge advantageous (Life Health Insure Bank Vitality).
- PC literacy(MS Office proficiency).
- NQF5 and RE5qualifications are advantageous but not essential.
- Classes of Business qualifications are advantageous but not essential.
Beneficial:
- Tertiary qualification particularly in business or finance.
- Experience in telephonic sales or virtual sales environments.
- Understanding financial planning principles.
EMPLOYMENT EQUITY
The Companys 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.