Job Description

Business Unit:

Sales & Distribution

Function:

Business Consultants / Business Development (FAIS

Date:

1 Jul 2025
Discovery Financial Services


New Business Development Manager - Pretoria

About Discovery

Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Financial Services

Discovery Financial services is a Distribution channel within Discovery (Pty) Ltd. This dynamic team consists of various franchises serviced by Financial Advisers with a common goal of driving new business, meeting bold targets and continually identifying growth opportunities. This Distribution Channel facilitates exposure to many different stakeholders and industries, while providing opportunity for growth.

Key Purpose

To demonstrate inspirational leadership, promoting an environment of high energy, motivation and business focus. Being accountable for the team's business plans, improve the activity and performance of each team member, and to build, manage and develop relationships with internal stakeholders as well as external clients and Financial Advisers. As well as to increase the sales of the product range through technical up-skilling of Financial Advisers and their Assistants and through providing business support to the Financial Advisers.

Areas of responsibility may include but not limited to

Vest all new financial advisers with Discovery processes and assistance with SmartAdvice Review new business pipelines - follow-up and tracking of business Assist with quotations On-going product support to financial advisers Dealing with queries and providing information on a range of sales and service issues Liaising with internal departments on processing issues Building relationships with internal departments to ensure superior service is offered to clients Keeping up-to-date with competitor product and service offering and industry developments Participating in proactive sales and marketing initiatives Exceed annual targets for Business Unit. Provide Marketing tools and training to assist financial advisers in selling of Discovery products. Aid Business Consultants in growing their Business. Measure monthly performance targets for financial advisers Must have an overall awareness of the financial services market and can relate the work with the team. Must understand and support the team in developing sound product knowledge and in their specialist consulting roles.

Competencies

Have a track record of sound people management skills, ideally in a sales environment. Ability to effectively demonstrate coaching, supervision and development skills. Have a sound understanding of sales skills Have strong leadership and influencing skills Must have a high level of self-motivation and be achievement orientated Must have the ability to cope in changing and difficult circumstances, maintain a "can-do" attitude within the team Ability to demonstrate excellent communication skills, which can be adapted to meet the requirement in diverse circumstances High level of confidence Results driven High Attention to detail High degree of Flexibility Self-motivated individual Persuasiveness Good relationship building skills Effective time management

Education and Experience

Minimum: Matric with Maths & English 3 years

broker consulting experience

with a proven track record Minimum: A relevant degree. ( Business Degree, or Diploma) 2-3 years corporate experience

Beneficial: Insurance Qualifications (e.g. CPF, RE1, RE 5).

Knowledge of Discovery products would be a strong advantage

Sound knowledge of Insurance Industry (Short Term, Health, Risk & Investment)

Knowledge of underwriting process Broker consulting experience in an insurance company or investment house An understanding of financial planning Knowledge of MS Office Suite

Other

Own insured transport, cell phone and driver's license Willingness to undertake business travel in Gauteng


EMPLOYMENT EQUITY



The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.