Job Description

Key Purpose
Leading Discovery Life Funeral Sales Team at the relevant branch in order to achieve set sales target.
Areas of responsibility may include but not limited to:

• Lead and manage a Funeral Cover sales channel consisting of financial advisors in order to achieve sales and quality targets.
• Ensuring a professional level of interactions with all stakeholders
• Inductions and leads management, ensuring that campaigns and leads are correctly managed
• MIS Reporting - create and maintain reporting
• Ensure business processes are adhered to, and operational improvements are recommended.
• Ability to proactively manage change.
• To work as a team player within a team environment, participating willingly and providing support and guidance to colleagues at all time
• Adherence to compliance and risk management
• Coach staff to improve performance and behaviours.
• Create an energetic and motivated work environment
• Report any suspected misconduct in line with Discovery values and relevant regulation.

KI responsibilities may include but not limited to

• A KI is responsible for management and oversight of the FSPs activities relating to rendering of financial services, which includes advice and/or intermediary services.
• Must monitor the statutory obligation of the FSP are complied with.

• Must comply with the fit and proper requirements (COB, RE, Qualification, PST and CPD).
• Ensure that representatives are compliant with the fit and proper requirements.

• Representatives complete all required training for their role.
• Review the advice rendered by the representative.
• Monitor on an ongoing basis that the representatives are treating customers fairly.
• Supervise representatives under supervision:

• To ensure that all the required fit and proper requirements are complied with (Qualification and PST),
• where monitoring of representatives under supervision is delegated, the following should be done:
• record the process of delegation and the reporting frequency monitoring done.
• Instil a culture of treating customers fairly in all aspects of the business.
• Ensure that there are business processes and operational ability.

Competencies

• Ability to engage Union representatives.
• Logical, analytical problem-solving ability.
• Excellent interpersonal skills.
• Excellent verbal and written communication skills.
• Ability to work independently.
• Ability to take accountability, responsibility and ownership.
• Able to take initiative and exercise sound judgment and decision making.
• Ability to work in a highly pressurized, target oriented environment.
• Ability to deal positively with change and uncertainty.
• Strong business acumen.
• Strong sales and persuasive skills.
• Strong quality orientation.
• Good organizational skills.
• Proactive, self-motivated.
• Able to identify, nurture and develop talent.
• Customer oriented.
• Ability to meet deadlines timeously.
• Ensure ethical business activities and maintain transparency of branch dealings.

Qualification and Skills

• Matric (Grade 12)
• 3 - 4 years sales management experience in a target driven in/outbound sales.
• Competent in MS office
• A FAIS Recognized qualification: NQF Level 5
• RE5 and RE1Qaulification compulsory
• 1- 2 years leadership experience (Advantegous)
• Life Product knowledge (Advantegous)

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.

Skills Required