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

Consultant

Key skills