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Sales Manager: Funeral Cover PTA

Business Unit:  Sales & Distribution
Function:  Sales Management (FAIS Accredited)
Date:  2 Apr 2024

Discovery- Sales and Distribution


Sales Manager - Funeral Cover PTA


About Discovery


Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.


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
  • Report any suspected misconduct.



Sales Manager responsibilities may include but not limited to


  • A Sales Manager 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.
  • 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.




  • 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)
  • Four – Six years sales management experience in a target driven in/outbound sales.
  • Computer skills: Microsoft word; Excel; Email.
  • A FAIS Recognized qualification: NQF Level 5
  • RE5 and RE1Qaulification compulsory



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.

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