Telemarketer to Financial Advisor

3 weeks ago


Cape Town, South Africa Discovery Limited Full time

Company Description Discovery Limited is a global leader in healthcare, wellness, insurance, investments, and financial planning, committed to enhancing and protecting lives. With South African roots, the company has a global footprint, operating in 19 countries including the United Kingdom, United States, and China. Discovery is known for innovative programs such as Vitality, which promotes healthier lifestyles, and has received international recognition, including being ranked among companies “changing the world” by Fortune and as a leading health innovator by the World Economic Forum. Guided by the values of leadership, honesty, innovation, and fairness, Discovery is dedicated to creating shared value and driving sustainable impact globally. Role Description This is a full‑time, on‑site role for a Telemarketer to Financial Advisor position, located in Cape Town. The primary responsibilities include reaching out to prospective clients, building rapport, and effectively scheduling appointments with Financial Advisors. The role also involves providing exceptional customer service and communicating clearly and persuasively about financial solutions and offerings. Success in this role will require collaboration with team members and adaptability to meet organizational goals. Qualifications Excellent interpersonal skills and effective communication abilities Proficiency in appointment scheduling and time management Strong customer service mindset with a focus on client satisfaction Proven aptitude in sales and understanding client needs Motivated and goal‑driven team player Previous experience in telemarketing or financial advisory services is a plus A high school diploma or equivalent qualification; additional certifications in sales or customer service are advantageous Seniority level Entry level Employment type Full‑time Job function Sales and Business Development #J-18808-Ljbffr



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