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Funeral Distribution

2 weeks ago

Port Elizabeth, South Africa Discovery Ltd. Full time

**Business Unit**:Sales & Distribution

**Function**:Financial Advisors (Certified Financial Planner)

**Date**:1 Aug 2025

**Key Purpose**
- Accountability and leadership of the Discovery Life Funeral Sales Team.

**Areas of responsibility may include but not limited to**:

- Lead and manage a Funeral Cover sales channel consisting of business consultants and 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 organisational skills.
- Proactive, self-motivated.
- Able to identify, nurture and develop talent.
- Customer oriented.
- Ability to meet deadlines timeously

**Qualification and Skills**
- Matric (Grade 12)
- FAIS recognized qualification. Min NQF5
- Two - Four years sales management experience in a target driven face to face sales
- Regulatory Exams compulsory

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.