Key Purpose
To demonstrate inspirational leadership, promoting an environment of high energy, motivation and business focus. Being accountable for the team's business plans, improve the activity and performance of each team member, and to build, manage and develop relationships with internal stakeholders as well as external clients and Financial Advisers. As well as to increase the sales of the product range through technical up-skilling of Financial Advisers and their Assistants and through providing business support to the Financial Advisers.
Areas of responsibility may include but not limited to
Vest all new financial advisers with Discovery processes and assistance with SmartAdvice Review new business pipelines – follow-up and tracking of business Assist with quotations On-going product support to financial advisers Dealing with queries and providing information on a range of sales and service issues Liaising with internal departments on processing issues Building relationships with internal departments to ensure superior service is offered to clients Keeping up-to-date with competitor product and service offering and industry developments Participating in proactive sales and marketing initiatives Exceed annual targets for Business Unit. Provide Marketing tools and training to assist financial advisers in selling of Discovery products. Aid Business Consultants in growing their Business. Measure monthly performance targets for financial advisers Must have an overall awareness of the financial services market and can relate the work with the team. Must understand and support the team in developing sound product knowledge and in their specialist consulting roles.
Competencies
Have a track record of sound people management skills, ideally in a sales environment. Ability to effectively demonstrate coaching, supervision and development skills. Have a sound understanding of sales skills Have strong leadership and influencing skills Must have a high level of self-motivation and be achievement orientated Must have the ability to cope in changing and difficult circumstances, maintain a "can-do" attitude within the team Ability to demonstrate excellent communication skills, which can be adapted to meet the requirement in diverse circumstances High level of confidence Results driven High Attention to detail High degree of Flexibility Self-motivated individual Persuasiveness Good relationship building skills Effective time management
Education and Experience
Minimum: Matric with Maths & English and at least 3 years broker consulting experience with a proven track record
OR
Minimum: Matric with Maths and English as well as a relevant degree and 2-3 years corporate experience Beneficial: Insurance Qualifications (e.g. CPF, RE1, RE 5), Business Degree or Diploma Knowledge of Discovery products would be a strong advantage Sound knowledge of Insurance Industry (Short Term, Health, Risk & Investment) Knowledge of underwriting process Broker consulting experience in an insurance company or investment house An understanding of financial planning Knowledge of MS Office Suite At least 5 years’ experience/knowledge of Discovery LIFE & INVEST product
Other
Own insured transport, cell phone and driver’s license Willingness to undertake business travel in Gauteng
How To Apply
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Make sure you are logged in and your email is verified(Register if you dont have an account).
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Click the Apply Now button above.
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Your default email application or application link will open.
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Attach your Application letter, updated Curriculum Vitae (CV) and any supporting documents required.
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Use a professional subject line such as Application for "Indicate Positions"
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Send your application before the closing date.
Note: Only shortlisted candidates are contacted.
