Sales Manager: Funeral Cover - Pretoria at Discovery

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.

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