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
• Computer skills: Microsoft word; Excel; Email.
• Regulatory Exams compulsory

KEY PURPOSE

Accountability and leadership of the Discovery Life Funeral Sales Team.

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.