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