Consultant

Discovery Limited

Virtual Consultant driving sales of Discovery’s product range via relationships and client service. Focused on project management and ongoing product support within the insurance industry.

Posted 5/22/2026full-timeRemote • 🇿🇦 South AfricaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Increase the sales of the product range through building relationships, superior client service and technical knowledge via Virtual platforms.
Create strategic business partnerships with multiple intermediary stakeholders.
Relationship building with internal and external stakeholders.
Project management of new business process.
Develop comprehensive business plans that align with advisor objectives.
Intermediary reporting and trend analysis.
Consistently deliver Discovery value proposition.
Escalated query resolution and troubleshooting.
Review new business pipeline, follow-up, and tracking.
Issuing of quotations.
Liaise with Operations support teams on servicing and processing of business.
Technical training and ongoing product support to financial advisors.
Keeping up to date with competitor product and service offering and industry developments.
Participating in proactive sales and marketing initiatives

Requirements

What you’ll need

2 years’ experience in Customer Service
2 years’ experience in Insurance industry.
Knowledge of Discovery Products.
Relevant financial services industry experience is advantageous.
Sound insurance industry experience
Adviser consulting experience in the financial services industry
An understanding of financial planning
Business degree (advantageous)
RE5 (preferable)
NQF5 in Wealth Management of Financial Planning / 60 FAIS credits (preferable)
Knowledge of MS Office Suite
Sales experience (advantageous)

Benefits

Comp & perks

Employee benefits to enhance and protect lives

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

customer serviceinsurance industry knowledgefinancial planningbusiness planningtrend analysisquotation issuanceproject managementsales experiencetechnical trainingproduct support

Soft Skills

relationship buildingclient servicecommunicationproblem solvingstakeholder managementstrategic thinkingteam collaborationproactive sales initiativesquery resolutionorganizational skills

Certifications

RE5NQF5 in Wealth Management60 FAIS credits