Lead Conversion Consultant

People increasingly want to transact faster, on their terms, in fluid, and dynamic ways. Discovery Connect facilitates this need as a direct sales channel, leveraging the best of technology with the best in people. We are often a client’s first impression of Discovery so we must have the best Discovery ambassadors in our team.

At the forefront of client acquisition methodology, Discovery Connect continues to be one of the fastest-growing divisions in the group. Representing all product lines (including Discovery Bank) there is an opportunity for forward thinkers, innovators, and people who thrive on complexity in a growing business.

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.

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

• Matric
• At least 1- 2-years sales experience, preferably in an outbound telesales environment
• Bank experience is advantageous
• Discovery Bank Knowledge
• Tertiary qualification (Financial Planning/ Information)
• NQF5/National Certificate: Banking NQF level 5 and RE5 qualification

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 requirements