Talent.com
This job offer is not available in your country.
Virtual Advisor

Virtual Advisor

Discovery LimitedZA
30+ days ago
Job description

Job title : Virtual Advisor

Job Location : Gauteng,

Deadline : October 24, 2025

Quick Recommended Links

  • Jobs by Location
  • Job by industries
  • Virtual Advisors serve as trusted and professional representatives of Discovery Connect. Success in this role is driven by the ability to build strong, trust-based relationships, deliver exceptional service, and consistently act in the best interest of our clients.
  • Advisors are responsible for generating sales opportunities by engaging targeted Discovery Connect clients through various campaigns across the full Discovery product suite. This role requires proactive diary management, scheduling client appointments, and maintaining a robust sales pipeline. Advisors must actively seek new opportunities and provide tailored solutions that meet individual client needs.
  • Professionalism is key, as Advisors conduct virtual consultations, perform comprehensive Financial Needs Analyses (FNAs), and facilitate sales across multiple product lines.

Key Outputs

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

  • Achieve sales targets through participation in proactive sales and marketing initiatives / campaigns
  • Maintain a professional approach to selling and manage the high networth clients efficiently
  • Communicate to members via telephone, email and video-calls
  • Conduct Financial Needs Analysis
  • Comply with the compliance requirements
  • Achieve quality targets
  • Adherance to service level agreements
  • Build relationships with internal departments to ensure superior service offering to clients
  • Keep up-to-date with competitor product and service offerings and industry developments
  • Deal with client queries and provide information on a range of sales and service issues

    • Personal attributes and skills

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

  • Self motivated
  • Goal orientated
  • Team Player
  • Ability to perform under pressure
  • Adaptable to change
  • Persuasive and resilient
  • Self managed with sound time management
  • Attention to detail
  • Ability to learn quickly and apply knowledge
  • Speak fluently (accent neutral) English / Afrikaans

    • Qualification & Experience

  • Matric
  • At least 2 years sales experience
  • Minimum 1 year Discovery Life product knowledge
  • Minimum 1 year Discovery Insure product knowledge
  • Minimum 1 year Discovery Health product knowledge
  • Minimum 1 year Discovery Bank product knowledge
  • Minimum 1 year Discovery Invest product knowledge
  • PC literacy, email, word, excel (proficiency in MS Office)
  • Tertiary qualification an advantage
  • Essential NQF5 and RE5 qualification
  • COB Qualification
  • An understanding of financial planning

    • Beneficial :

  • Tertiary qualification, particularly a business degree (or progress towards one)
  • Sound investment, life and other insurance knowledge
  • Broker consulting experience in the financial services industry
  • Sales / Retail / Business Development  jobs
    • Create a job alert for this search

    Advisor Advisor • ZA

    Related jobs
    • Promoted
    Financial Advisor Outbound

    Financial Advisor Outbound

    MetropolitanZA
    Job title : Financial Advisor Outbound.Role Purpose .To continuously enhance the lifetime financial wellness of people, their families and their communities through empowerment an...Show moreLast updated: 13 days ago
    • Promoted
    B2B New Business Development Advisor (51868)

    B2B New Business Development Advisor (51868)

    Ntice Sourcing SolutionsZA
    Job title : B2B New Business Development Advisor (51868).A Leader within the Financial Services Sector, is looking to grow their team and hire an experienced Business Developer to be based in Johan...Show moreLast updated: 25 days ago
    • Promoted
    Virtual Executive Assistant

    Virtual Executive Assistant

    The Executive SpaceSouth Africa
    The Executive Space (TES) is a collaborative group of Virtual Executive Assistants (VEAs) working together to deliver exceptional support to high-profile executives globally.We are a young, fast-pa...Show moreLast updated: 3 days ago
    Career Advisor

    Career Advisor

    ELVTRZA
    Remote
    Quick Apply
    ELVTR is redefining online education by offering live, cohort-based courses led by top executives from global brands like Nike, Google, Netflix, and Meta. Our mission : to make elite career education...Show moreLast updated: 7 days ago
    • Promoted
    Private Wealth Advisor

    Private Wealth Advisor

    FirstRand Namibia LimitedSouth Africa
    Private Wealth Advisor page is loaded## Private Wealth Advisorlocations : Bellvilletime type : Full timeposted on : Posted Todaytime left to apply : End Date : September 18, 2025 (9 days left to...Show moreLast updated: 30+ days ago
    Sales Development Representative - LinkedIn & Email Outbound

    Sales Development Representative - LinkedIn & Email Outbound

    HuzzleZA
    Remote
    Quick Apply
    At Huzzle, we connect exceptional B2B sales professionals with top opportunities at leading companies across the UK, US, Canada, Europe, and Australia. Our clients include startups, digital agencies...Show moreLast updated: 30+ days ago
    • Promoted
    MFC Virtual Advisor (Office Based)

    MFC Virtual Advisor (Office Based)

    Old MutualSouth Africa
    Let\'s Write Africa\'s Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Do you have what it takes to work for a leading financial servic...Show moreLast updated: 5 days ago
    • Promoted
    Banking Advisor Wealth

    Banking Advisor Wealth

    Spane4allSouth Africa
    Banking Advisor Wealth page is loaded## Banking Advisor Wealthlocations : Bellvilletime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 3, 2025 (9 days left to ap...Show moreLast updated: 3 days ago
    • Promoted
    Financial Advisor-Zeerust

    Financial Advisor-Zeerust

    MetropolitanZA
    Job title : Financial Advisor-Zeerust.Role Purpose .Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to ...Show moreLast updated: 11 days ago
    Recruitment Business Development - US Market | Remote | Base + Commission #2100

    Recruitment Business Development - US Market | Remote | Base + Commission #2100

    Keller Executive SearchZA
    Remote
    Quick Apply
    Keller Executive Search is an international recruitment agency specializing in high-level placements across the US and Europe. We pride ourselves on our unique approach to recruitment and our commit...Show moreLast updated: 30+ days ago
    • Promoted
    Banking Advisor Wealth

    Banking Advisor Wealth

    RmbwestportSouth Africa
    Banking Advisor Wealth page is loaded## Banking Advisor Wealthlocations : Bellvilletime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 3, 2025 (9 days left to ap...Show moreLast updated: 20 days ago
    • Promoted
    Banking Advisor Wealth

    Banking Advisor Wealth

    RMBSouth Africa
    Banking Advisor Wealth page is loaded## Banking Advisor Wealthlocations : Bellvilletime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 3, 2025 (9 days left to ap...Show moreLast updated: 3 days ago
    • Promoted
    Advancing Financial Advisor (PFA Campaign Northern Region)

    Advancing Financial Advisor (PFA Campaign Northern Region)

    Old MutualZA
    Job title : Advancing Financial Advisor (PFA Campaign Northern Region).Job Location : Mpumalanga, Mahikeng.Identifying Sales Opportunities. Strengthening Customer Relationships.NQF Level 5 - Higher,...Show moreLast updated: 30+ days ago
    Recruitment Business Development - US | Remote | Base + Commission #2100

    Recruitment Business Development - US | Remote | Base + Commission #2100

    Keller Executive SearchZA
    Remote
    Quick Apply
    Keller Executive Search is an international recruitment agency specializing in high-level placements across the US and Europe. We pride ourselves on our unique approach to recruitment and our commit...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Advisor

    Sales Advisor

    HuntswoodZA
    Are you a natural-born salesperson? .Do you always put your customers first no matter what? Well, if you answered YES, then you are the perfect fit to join us as a Customer Sales Advisor.We’re...Show moreLast updated: 13 days ago
    • Promoted
    Advancing Financial Adviser

    Advancing Financial Adviser

    Old Mutual LimitedSouth Africa
    Advancing Financial Adviser page is loaded## Advancing Financial Adviserlocations : Kathu : Hartswater : Kuruman : De Aarposted on : Posted Todayjob requisition id : JR-71823 • •Let's Write Afr...Show moreLast updated: 20 days ago
    • Promoted
    Banking Advisor Wealth

    Banking Advisor Wealth

    WesbankSouth Africa
    Banking Advisor Wealth page is loaded## Banking Advisor Wealthlocations : Bellvilletime type : Full timeposted on : Posted Todaytime left to apply : End Date : October 3, 2025 (9 days left to ap...Show moreLast updated: 20 days ago
    Sales Associate

    Sales Associate

    Aristo SourcingZA
    Remote
    Quick Apply
    Finish Line Inspections is a trusted property inspection company serving Southeast and Southwest Florida since 2017.With over 10,000 completed inspections, we are a solution-driven company that goe...Show moreLast updated: 22 days ago