Lead Conversion Consultant

Job Purpose

• This position is based in the Discovery Connect Sales call centre, and reports to the follow up team leader. The successful individual will be required to conduct Discovery telesales.
• Sell the Discovery Bank Product Suite to clients via inbound and outbound calls. Manage and convert various lead types that are generated by the business. Respond to new leads regarding product enquiries with the intent of possible conversion into a sale.

Key purpose

• To achieve targets that will grow Discovery bank. Build the brand and ensure that clients engage our range of products and benefits and experience our shared value offering and get client to bank healthier. This role will have a specific work pool or lead set that they will need to convert in active accounts. These leads are offers generated by sales however the clients have not downloaded the bank app and selected an account or activated their account. No new leads will be made available to this team/agent

Key Outputs

The successful individual will be required to perform on, but not limited to the following key outputs:

• Consistently achieve monthly activations target set by the business
• Capture all client application information accurately on the system
• Based on client profile ensure that correct products are sold to clients
• Meet all Productivity requirements
• Meet all Quality and Compliance requirements
• Successfully complete all ongoing assessments
• Targets will be communicated by the TL/Manager and is subject to change as per business requirement

Personal attributes and skills

The successful individual will be required to demonstrate the following competencies:

• Target Driven
• Team Player
• Goal orientated
• Self-motivated
• Ability to perform under pressure
• Adapt to change
• Persuasiveness
• Resilience/Tenacity
• Sound Time Management
• Self-managed
• Attention to detail
• Ability to learn quickly and apply knowledge
• Speak fluently (accent neutral) English/Afrikaans
• PC literacy, email, word, excel

Qualification & Experience

Essential

• Matric
• At least 1- 2-years sales experience, preferably in an outbound telesales environment
• Bank experience is advantageous

Advantageous

• Discovery Bank Knowledge
• Tertiary qualification (Financial Planning/ Information)
• NQF5/National Certificate: Banking NQF level 5 and RE5 qualification