Team Leader - Testamentary Consulting at Discovery Limited

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)