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Sales Integration Specialist ((Cape Town)

Sales Integration Specialist ((Cape Town)

Discovery LimitedCape Town, ZA
11 days ago
Job description

Job title : Sales Integration Specialist ((Cape Town)

Job Location : Western Cape, Cape Town

Deadline : October 17, 2025

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Job Description

  • The Discovery Integration Specialist plays a critical role in deepening relationships with existing Discovery clients by increasing product and benefit penetration across the Discovery ecosystem. This role focuses on cross-selling and up-selling Discovery products through a non-advised model, leveraging opportunities generated by Lead Generation Agents and targeted campaigns.

    • Integration Specialists will :

  • Engage with clients via appointments, hot transfers, and structured opportunities provided by the lead generation team.
  • Independently execute specific and targeted campaigns to drive product adoption.
  • Conduct ad hoc and annual client reviews to identify gaps and recommend solutions that enhance client value.
  • Manage their own pipeline and diary to ensure optimal conversion and client experience.
  • The role requires a consultative approach, strong product knowledge, and the ability to deliver exceptional client engagement virtually and telephonically.

    • Key Outputs

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

  • Achieving sales and penetration targets across Discovery’s product suite through proactive engagement and structured campaigns.
  • Convert hot transfers and scheduled appointments into successful multi-product sales.
  • Conduct annual and ad hoc reviews to identify opportunities for additional products and benefits.
  • Maintain a professional and client-centric approach to selling, ensuring superior service delivery.
  • Communicate effectively via telephone, email, and video calls.
  • Ensure compliance with all regulatory and internal requirements.
  • Build strong relationships with internal teams to ensure seamless client experiences.
  • Stay up to date with Discovery’s product offerings and industry developments.

    • Personal attributes and skills

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

  • Self-motivated and goal oriented.
  • Strong ability to influence and persuade.
  • Resilient and adaptable to change.
  • Excellent time management and organizational skills.
  • Ability to perform under pressure in a fast-paced environment.
  • Strong communication skills (verbal and written).
  • Tech-savvy and comfortable with virtual engagement tools.

    • Qualification & Experience

  • Matric (essential).
  • Minimum 2 years’ sales experience (financial services preferred).
  • Proven experience in client management, cross-selling or multi-product sales.
  • Discovery product knowledge advantageous (Life, Health, Insure, Bank, Vitality).
  • PC literacy (MS Office proficiency).
  • NQF5 and RE5 qualifications are advantageous but not essential.
  • Classes of Business qualifications are advantageous but not essential.

    • Beneficial :

  • Tertiary qualification, particularly in business or finance.
  • Experience in telephonic sales or virtual sales environments.
  • Understanding financial planning principles.
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    Specialist Cape Town • Cape Town, ZA