Job Description

Business Unit:

Discovery Life

Function:

Client Service

Date:

9 Jan 2026

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 to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Life

Discovery Life is an ever growing fast-paced and dynamic environment that provides innovative risk assurance to individual clients. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

About Discovery Wills and Trust team

The Discovery wills and trust team is made up of dynamic and a passionate group of young individuals, dedicated to guiding clients through one of the most important decisions of their lives - drafting their wills and protecting their legacies. With our unique indemnity product, we go beyond the traditional - offering clients a safeguard that speaks to our commitment to excellence and innovation.

Role Description

The Team Leader for the Testamentary Specialist is responsible for supporting the Sales Manager in driving team performance, ensuring sales targets are met, and delivering exceptional client experiences. This role involves overseeing a team of specialized sales consultants within the financial services sector, providing guidance, mentorship, and training while also conducting client appointments when necessary. The Team Leader plays a critical role in aligning the team's activities with business objectives and maintaining high standards of compliance and professionalism.

Key Outputs / Job Responsibilities

Team Leadership & Support

Assist the Sales Manager in overseeing daily team operations and achieving sales targets. Provide ongoing mentoring, coaching, and development to team members to enhance skills and performance. Foster a positive, collaborative, and high-performance team culture. Act as the first point of contact for team queries, escalations, and support.

Sales Performance & Client Engagement

Drive individual and team performance to meet or exceed sales KPIs and revenue objectives. Conduct client appointments, when necessary, in the event of team absences Co-attend appointments with new Testamentary specialists for support and guidance Ensure that the team delivers professional, client-centric solutions tailored to client needs within the legal and financial services context. Monitor lead conversion rates and identify opportunities to maximize sales effectiveness.

Training & Development

Deliver ongoing training and knowledge-sharing sessions to ensure the team remains up to date with industry trends, legal developments, and company products. Identify skill gaps and create development plans in conjunction with the Sales Manager.

Compliance & Quality Assurance

Ensure that all sales activities are carried out in full compliance with industry regulations, company policies, and legal standards. Monitor the quality of client interactions and provide feedback to uphold professional and ethical standards.

Reporting & Collaboration

Provide regular performance updates and insights to the Sales Manager. Contribute to strategy discussions to improve processes and drive business growth

Job / Role Requirements

Work Experience

Required

Minimum 3-5 years in financial services sales, preferably in a specialized legal sales environment.

Preferred (would be advantageous)

Sound knowledge of Insurance (short-term, health, risk) and investment products Broker consulting experience in an insurance company Knowledge of MS Office Suite Financial Services sales experience

Education / Qualifications / Accreditations with Professional Body

Education / Qualifications Required

BCOMM & RE 5

Preferred (would be advantageous)

Degree in Finance / Financial Planning / LLB PGDip in Estate Planning

Professional Registration

FSCA (preferred)

Technical Skills or Knowledge

Required

Skills

Level

Proficient in English Communication skills Deadline driven Negotiation Relationship building



Advanced


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.