Key Purpose

• Accountability and leadership of the Discovery Funeral Sales Team.

Areas of responsibility may include but not limited to:

• Lead and manage a Funeral Cover sales channel consisting of financial advisors.
• Achievement of sales and quality targets.
• Ensuring a professional level of interactions with intermediaries and HR contacts.
• Inductions and leads management, ensuring that campaigns and leads are correctly managed
• Ongoing liaison and relationship building with various stakeholders.
• MIS Reporting, create and maintain reporting
• Business processes and operational improvement
• Promote a positive and proactive approach to compliance and risk,
• 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 times
• Compliance and risk management and adherence, coach staff to improve performance and behaviors.
• Create an energetic and fun work environment

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 that 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.
• Monitor 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

Qualification and Skills

• Matric (Grade 12)
• Relevant Tertiary Education required.
• Four Six years sales management experience in a target driven in/outbound sales.
• Computer skills: Microsoft word; Excel; Email.
• NQF Level 5 and Regulatory Exams compulsory