Data Solutions Consultant
2 weeks ago
About the Role
We are seeking a highly skilled Data Solutions Consultant to join our team at Discovery Limited. As a key member of our Sales and Distribution team, you will play a critical role in providing new business, servicing, and marketing support on all product lines to independent financial advisers.
About You
To succeed as a Data Solutions Consultant, you should be resourceful enough to build strong relationships with financial advisers through various forms of communication. You must also be alert to business opportunities that present themselves and enjoy enhancing your existing competencies and developing new knowledge and skills.
Key Responsibilities
- Develop comprehensive business plans that align with adviser objectives and market dynamics.
- Flexibly adjust strategies in response to evolving market conditions and emerging opportunities.
- Identify and evaluate potential opportunities integrating them into actionable business plans.
- Take telephonic queries from Discovery Direct Financial advisers from investigation through to resolution and feedback.
- Draft new business and servicing quotations.
- Capture New business applications.
- Complete administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondence as well as reporting on it on a frequent basis.
- Work on various Discovery Systems (Adviser360, Smart Track, Paradigm, Teams, Front Line, and SAM).
- Review, follow-up, and track new business.
- Liaise with operation support areas on servicing and processing of business.
Personal Attributes and Skills
- Ability to influence and negotiate.
- Results-driven.
- Honest and ethical.
- Problem solver.
- Resilient and optimistic.
Requirements
- 2 years of experience in customer services (Essential).
- 60 FAIS Credits (Essential).
- Regulatory Exams (RE) (Advantageous).
- Knowledge of MS Office Suite (Required).
- Understanding of Financial Planning (Required).
- Knowledge of insurance (short-term, health, risk, and investment industry) (Required).
Estimated Salary: R 350,000 - R 450,000 per annum
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