Key Purpose 

• 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 

• All work must be done accurately, comprehensively and in-line with set quality standards and timelines. 
• Increased Discovery Health product sales through building relationships, superior client service and technical expertise 
• Create strategic business partnerships with multiple intermediary stakeholders. 
• Relationship building with internal and external stakeholders. 
• Project management of new business process, from end to end. 
• Intermediary reporting and trend analysis. 
• Consistently deliver Discovery Health value proposition. 
• Escalated query resolution and troubleshooting 
• Increase the sales of the product range through building relationships, superior client service and technical knowledge. 
• Review new business pipeline, follow-up, and tracking. 
• Issuing of quotations 
• 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 

Personal Attributes and Skills  

• Logical, analytical problem-solving ability. 
• Excellent interpersonal skills. 
• Excellent verbal and written communication skills. 
• Ability to work independently. 
• Ability to take accountability, responsibility, and ownership. 
• Able to take initiative and exercise sound judgment and decision making. 
• Ability to work in a highly pressurized, target oriented environment. 
• Ability to deal positively with change and uncertainty. 
• Strong business acumen. 
• Strong sales and persuasive skills. 
• Strong quality orientation. 
• Good organizational skills. 
• Proactive, self-motivated. 
• Able to identify, nurture and develop talent. 
• Customer oriented. 
• Ability to meet deadlines timeously 

Education and Experience 

Qualifications 

• 3-5 years medical scheme industry experience (required) 
• Business degree (advantageous)  
• RE5 (preferable) 
• NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable) 
• Knowledge of MS Office Suite 
• Sales experience (advantageous) 
• Knowledge of MS Office Suite 
• Business degree (advantageous)  
• Relevant financial services industry experience is advantageous 

Experience 

• Relevant financial services industry experience is advantageous. 
• Sound health industry experience 
• Adviser consulting experience in the financial services industry 
• An understanding of financial planning 

Requirements 

• Valid drivers licence and insured and reliable car 
• Smart-phone 
• Willingness to travel