Sales Manager: Funeral Cover - Pretoria at Discovery Limited

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)