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Financial Advisor Team Leader
Job Description
Purpose of the Role
At Dis-Chem Life, we are passionate about helping customers access financial solutions that fit their lives. Our Instore Financial Advisors are at the heart of this mission, bringing expert guidance, human connection, and tailored insurance solutions to our customers within Dis-Chem stores.
As the Team Leader, you will be responsible for leading, coaching, and motivating a team of Instore Financial Advisors to deliver exceptional customer experiences, meet sales targets, and uphold compliance standards. You will create an environment where advisors can thrive, balancing people leadership, operational excellence, and hands-on support to ensure every advisor can succeed and every customer receives trusted advice.
This is a role for a leader who is customer-obsessed, and passionate about growing people and performance.
Role Summary
The Team Leader will oversee daily operations of a team of Instore Financial Advisors across assigned Dis-Chem stores. You will manage sales performance, compliance, customer service, and team culture, ensuring alignment with Dis-Chem Life’s values and objectives.
Benefits
- Career growth opportunities within Dis-Chem Life.
- Exposure to South Africa’s largest retail pharmacy and insurance ecosystem.
- Inclusive, supportive culture with a focus on growth and development.
Key Responsibilities
Team Leadership and Coaching
- Lead, mentor, and inspire a team of Instore Financial Advisors.
- Conduct regular performance check-ins, providing coaching and support to drive growth.
- Foster a culture of accountability, collaboration, and continuous improvement.
Sales and Customer Outcomes
- Drive achievement of individual and team sales targets.
- Monitor key performance metrics (conversion rates, productivity, customer satisfaction).
- Support advisors in handling escalated customer queries and complex cases.
Compliance and Quality Assurance
- Ensure all advisors operate in line with FAIS, FICA, TCF, and other regulatory frameworks.
- Monitor adherence to Dis-Chem Life’s policies, processes, and ethical standards.
- Conduct spot checks and audits to ensure compliance and accuracy in documentation.
Operational Management
- Oversee scheduling, coverage, and productivity across stores.
- Provide weekly and monthly performance reports to Regional Sales Manager.
- Collaborate with HR, Training, and Compliance teams to address gaps and upskill advisors.
People and Culture
- Build team morale through recognition, motivation, and open communication.
- Identify training needs and coordinate with the Training team.
- Act as a role model for Dis-Chem Life values in all interactions.
Technical Skills
- Strong knowledge of retail financial products (life, funeral, credit life, etc.).
- Understanding of FAIS, FICA, TCF, and insurance compliance requirements.
- Strong reporting and MS Office / CRM system proficiency.
Soft Skills
- Inspirational leader and coach.
- Excellent communicator with strong interpersonal skills.
- Commercially astute with a focus on results.
- Problem-solver who thrives under pressure.
- High levels of integrity, professionalism, and accountability.
Experience
- 3–5 years’ experience in financial advisory or insurance sales.
- Minimum 2 years in a team leader/supervisory role.
- Proven track record of meeting and exceeding sales targets.
- Experience in a retail environment advantageous.
Qualifications
- Relevant financial/insurance qualification (NQF 5 or higher in Financial Services).
- RE5 (Regulatory Exam) certification required.
- FAIS-compliant.
- Additional leadership/management training advantageous.
Click here to apply
Team Leader – Individual Life
Job Description
Purpose of the Role
As our Dis-Chem Life Team Leader – Combined Sales, you will be responsible for leading, coaching, and motivating a team of Call Centre Agents to deliver exceptional customer experiences, meet sales targets, and uphold compliance standards. You will create an environment where agents can thrive, balancing people leadership, operational excellence, and hands-on support to ensure every agent can succeed and every customer receives trusted advice.
This is a role for a leader who is customer-obsessed, and passionate about growing people and performance.
Role Summary
The Team Leader will oversee daily operations of a team of Call Centre Agents. You will manage sales performance, compliance, customer service, and team culture, ensuring alignment with Dis-Chem Life’s values and objectives.
Benefits
- Career growth opportunities within Dis-Chem Life.
- Exposure to South Africa’s largest retail pharmacy and insurance ecosystem.
- Inclusive, supportive culture with a focus on growth and development.
Key Responsibilities
Team Leadership and Coaching
- Lead, mentor, and inspire a team of Call Centre Agents.
- Conduct regular performance check-ins, providing coaching and support to drive growth.
- Foster a culture of accountability, collaboration, and continuous improvement.
Sales and Customer Outcomes
- Drive achievement of individual and team sales targets.
- Monitor key performance metrics (conversion rates, productivity, customer satisfaction).
- Support agents in handling escalated customer queries and complex cases.
Compliance and Quality Assurance
- Ensure all advisors operate in line with FAIS, FICA, TCF, and other regulatory frameworks.
- Monitor adherence to Dis-Chem Life’s policies, processes, and ethical standards.
- Conduct spot checks and audits to ensure compliance and accuracy.
Operational Management
- Provide weekly and monthly performance reports to Call Centre Manager.
- Collaborate with HR, Training, and Compliance teams to address gaps and upskill agents.
People and Culture
- Build team morale through recognition, motivation, and open communication.
- Identify training needs and coordinate with the Training team.
- Act as a role model for Dis-Chem Life values in all interactions.
Technical Skills
- Strong knowledge of retail financial products (life and funeral etc.).
- Understanding of FAIS, FICA, TCF, and insurance compliance requirements.
- Strong reporting and MS Office / CRM system proficiency.
Soft Skills
- Inspirational leader and coach.
- Excellent communicator with strong interpersonal skills.
- Commercially astute with a focus on results.
- Problem-solver who thrives under pressure.
- High levels of integrity, professionalism, and accountability.
Experience
- 3–5 years’ experience in financial advisory or insurance sales.
- Minimum 2 years in a team leader/supervisory role.
- Proven track record of meeting and exceeding sales targets.
Qualifications
- Relevant financial/insurance qualification (NQF 5 or higher in Financial Services).
- RE5 (Regulatory Exam) certification required.
- FAIS-compliant.
- Additional leadership/management training advantageous
Click here to apply
Traditional Call Centre Agent
Job Description
Purpose of the Role
To wow our customers at every interaction by delivering exceptional, needs-based product sales over the phone. As a Call Centre Sales Agent, you will be the first touchpoint for potential clients, building trust quickly, identifying needs, and matching customers with the right Dis-Chem Life products. Your goal is to create a professional, seamless, and customer-first sales experience that drives revenue, builds loyalty, and positions Dis-Chem Life as a trusted, high-integrity provider in the market.
Role Summary
This is a high-volume, high-energy sales role for individuals who thrive in a fast-paced call centre environment. You will work with warm and cold leads, guiding customers through our simple product sign-up process, handling objections, and closing deals with confidence.
Benefits
- Competitive basic salary plus uncapped commission for top performers
- Exclusive leads from the Dis-Chem Life database and partners
- Paid training and continuous sales development
- Supportive, energetic team culture focused on results and recognition
- Opportunity for internal growth within Dis-Chem Life
- A performance-driven, team-focused environment that rewards results
Key Responsibilities
- Sell Dis-Chem Life products to customers via inbound and outbound calls
- Build rapport quickly, identify customer needs, and recommend suitable solutions
- Handle objections effectively and close sales confidently
- Achieve and exceed daily, weekly, and monthly sales KPIs
- Keep detailed, accurate records of customer interactions on CRM systems
- Ensure compliance with all relevant sales, regulatory, and company processes
- Represent Dis-Chem Life with professionalism and customer-first focus at all times
Soft Skills
- Confident communicator with a persuasive and engaging phone manner
- Target-driven and highly motivated by sales incentives
- Empathetic listener who can uncover customer needs effectively
- Resilient and able to thrive under pressure in a competitive environment
- Energetic team player with a positive, can-do attitude
Technical Skills
- Strong telephone sales skills and closing ability
- Proficiency in handling objections and converting leads into sales
- Computer literacy and experience with CRM systems
- Ability to work with both warm and cold lead lists
Experience & Qualifications
- Matric / Grade 12 (essential)
- Minimum 1–2 years’ experience in a call centre sales environment (life insurance sales advantageous)
- Proven sales track record with consistent KPI achievement
- Clear credit and criminal record
- Able to work weekends when required
- RE5 Certification (Advantageous)
- COB Certification (Advantageous)
- Reliable transport to and from the office
Click here to apply
Lead Warmer
Job Description
Purpose of the Role:
The Lead Warmer plays a crucial role in Dis-Chem Life’s customer acquisition engine by ensuring every lead is engaged, qualified, and transitioned to the sales team with accuracy, speed, and professionalism. This role sets the tone for the customer’s first experience with Dis-Chem Life, building trust, uncovering needs, and ensuring each potential client receives exceptional, human-centred engagement from the very beginning.
Role Summary
The Lead Warmer is responsible for contacting new leads, establishing rapport, conducting needs-based pre-qualification, and routing high-quality leads to the sales team. This role requires strong communication skills, disciplined call routines, accurate data capture, and the ability to engage customers confidently while representing the Dis-Chem Life brand.
The successful candidate will be energetic, professional, organised, and driven by meaningful customer engagement. This role thrives in a fast-paced environment, requires resilience and a positive attitude, and demands someone who can manage high volumes without compromising quality. Success is measured by contact rate, quality of lead notes, pre-qualification accuracy, professionalism in customer interaction, and overall contribution to conversion.
Benefits:
- Purpose-led role that plays a direct part in helping families protect their futures.
- Supportive, high-energy team environment with coaching and development.
- Opportunities to build strong customer engagement and communication skills.
Key Responsibilities
Lead Engagement and Pre-Qualification
- Contact all new leads within defined SLA timeframes (speed-to-lead).
- Engage customers using warm, professional, and needs-focused conversation.
- Pre-qualify customers using a structured framework to assess interest, need, and eligibility.
- Accurately capture all customer information and conversation notes into our system.
- Identify high-potential leads and transfer/escalate them
- Ensure every customer receives an excellent first impression of Dis-Chem Life.
Data Accuracy and Systems Management
- Update lead statuses in real time to support forecasting and pipeline management.
- Ensure accurate call outcomes and complete, quality notes on every record.
- Identify duplicate, invalid, or incomplete leads and flag them
- Maintain data integrity and follow all internal processes and controls.
Customer Experience
- Handle queries with patience, empathy, and clear communication.
- Provide accurate information about Dis-Chem Life products and processes.
- Demonstrate professionalism in every interaction
- Manage objections gracefully and uphold the brand standard at all times.
Performance and Operational Discipline
- Meet daily/weekly call targets, contact rate expectations, and lead progression KPIs.
- Follow structured call flows while still delivering a warm, human experience.
Compliance
- Operate within FAIS, Treating Customers Fairly (TCF), and internal compliance guidelines.
- Maintain confidentiality of customer information and uphold data protection standards.
Soft Skills:
- Exceptional communication and active listening skills.
- Warm, engaging phone presence.
- High emotional intelligence and empathy.
- Strong organisational and multitasking ability.
- Resilience and ability to bounce back in high-volume environments.
- Ability to stay calm under pressure and handle objections professionally.
- Consistency, discipline, and reliability.
- Driven by targets, quality, and customer experience.
- Collaborative team player with a positive, solutions-driven attitude.
Skills and Experience:
- 1–2 years’ experience in a call centre, sales support, customer service, or telesales role.
- Experience in life insurance, financial services, or a lead generation environment advantageous.
- Comfortable working with CRMs, call centre systems, or lead management tools.
- Strong typing, data capturing accuracy, and administrative discipline.
- Experience working with targets and structured processes.
Qualifications:
- Matric / Grade 12 (essential).
- Clear Criminal and Credit Record (essential).
- FAIS Fit & Proper status advantageous but not required.
Click here to apply
Call Centre Agent – Combined Sales
Job Description
Purpose of the Role
To wow our customers at every interaction by delivering exceptional, needs-based product sales over the phone across both mass market and life and risk product lines. As our Call Centre Sales Agent (Combined Sales), you will be the first touchpoint for potential clients, building trust quickly, identifying needs, and matching customers with the right Dis-Chem Life solutions.
Your goal is to create a professional, seamless, and customer-first sales experience that drives revenue, builds loyalty, and positions Dis-Chem Life as a trusted, high-integrity provider across both accessible mass market offerings and more comprehensive life and risk solutions.
Role Summary
This is a high-volume, high-energy combined sales role for individuals who thrive in a fast-paced call centre environment. You will work with warm and cold leads, guiding customers through our simple product sign-up processes across both mass market and life and risk products, handling objections, and confidently closing deals.
The role requires the ability to adapt sales approach and conversation depth depending on the product and customer need, from simple, quick conversions to more consultative, needs-based engagements.
Benefits
- Paid training and continuous sales development across multiple product lines
- Supportive, energetic team culture focused on results and recognition
- Opportunity for internal growth within Dis-Chem Life
- A performance-driven, team-focused environment that rewards results
Key Responsibilities
- Sell Dis-Chem Life products across both mass market and life and risk product ranges via inbound and outbound calls
- Build rapport quickly, identify customer needs, and recommend suitable solutions across different product categories
- Adapt sales techniques between high-volume sales and more consultative, needs-based selling
- Handle objections effectively and close sales confidently across varying product complexities
- Achieve and exceed daily, weekly, and monthly sales KPIs
- Keep detailed, accurate records of customer interactions on CRM systems
- Ensure compliance with all relevant sales, regulatory, and company processes
- Represent Dis-Chem Life with professionalism and a customer-first focus at all times
Soft Skills
- Confident communicator with a persuasive and engaging phone manner
- Target-driven and highly motivated by sales incentives
- Empathetic listener who can uncover customer needs effectively
- Ability to flex communication style across different customer types and product complexities
- Resilient and able to thrive under pressure in a competitive environment
- Energetic team player with a positive, can-do attitude
Technical Skills
- Strong telephone sales skills with the ability to sell across multiple product types
- Proficiency in handling objections and converting both simple and complex leads into sales
- Ability to switch between high-volume sales and more detailed, advisory conversations
- Computer literacy and experience with CRM systems
- Ability to work with both warm and cold lead lists
Experience and Qualifications
- Matric / Grade 12 (essential)
- Minimum 1–2 years’ experience in a call centre sales environment (experience in insurance or financial services advantageous)
- Proven sales track record with consistent KPI achievement
- Experience selling either mass market or life/risk products (experience across both is advantageous)
- Clear credit and criminal record
- Able to work weekends when required
- RE5 Certification (Advantageous)
- COB Certification (Advantageous)
- Reliable transport to and from the office daily
Click here to apply
Financial Advisor
Job Description
Department: Distribution – Retail Channel
Reports to: Regional Team Lead
Location: Dis-Chem Stores – Nationwide
You became a Financial Advisor to make a difference, to help people make informed decisions for them and their loved ones. At Dis-Chem Life, we are giving you the platform to do just that.
Welcome to the frontline of protection. At Dis-Chem Life, we are doing it differently.
We are putting Financial Advisors inside the busiest health and wellness stores in South Africa.
We are looking for skilled Financial Advisors nationally, to be placed in retail stores where thousands of people walk in every day, seeking care, support, and solutions.
Access to real people, in real life, real moments with real needs, standing a few metres away. And that’s where you come in.
Summary of the Role
To connect with customers in-store, in real time, and provide tailored financial solutions that meet their immediate and long-term needs. As a Dis-Chem Life Instore Financial Advisor, you’ll turn everyday store visits into meaningful conversations that protect lives, build trust, and grow our business.
Key Responsibilities
- Engage directly with walk-in customers in a retail environment to identify their needs and introduce Dis-Chem Life’s insurance and financial products.
- Deliver compliant, needs-based financial advice face-to-face.
- Build trust and long-term relationships with customers by demonstrating product value and relevance to their life stage.
- Consistently achieve sales targets and conversion metrics in a high-traffic retail setting.
- Maintain up-to-date product knowledge, compliance, and FSCA regulatory requirements.
- Represent Dis-Chem Life with professionalism and approachability, reinforcing our reputation for care and expertise.
- Keep accurate records of client interactions and complete all required documentation in line with compliance standards.
Benefits
- Salary, Plus rich commission structure
- You’re not behind a desk. You are on the floor, engaging people who are already in a mindset of looking after themselves and their loved ones.
- Built-in opportunity. Thousands of potential customers walk past you daily no cold calling, just warm, in-person connections.
- The retail advantage. Leverage the trust and footfall of South Africa’s busiest health and wellness stores to accelerate the growth your client base.
- Access to marketing, product, and operational support
Requirements
- Matric (National Senior Certificate) (Required)
- RE5 + COB (Advantageous)
- Post Matric qualification, Diploma or Degree in a relevant field (e.g., FMCG, Retail, Business, or related) (Advantageous)
- If previously registered on a License, Hold Fit & Proper status
- Minimum 2–4 year’s experience in either an advice-giving role within insurance or financial services, or in a high-traffic retail environment (FMCG, automotive, or similar)
- Proven track record in face-to-face client engagement and sales performance
- Strong interpersonal and listening skills, with the ability to simplify complex financial concepts for customers
- Ability to work retail hours, including weekends and public holidays as required
- Reliable transport to and from your allocated store
Click here to apply
Financial Advisor – Activations
Job Description
Purpose of the Role:
To wow our customers at every interaction by building genuine trust and delivering exceptional client engagements. The Financial Advisor (Activations) provides exceptional client value through advanced financial advice that blends deep technical expertise with an innovative, high-volume, relationship-first approach. Operating at the forefront of a new advisory model powered by the Dis-Chem Life ecosystem, you will educate, inspire, and empower customers across diverse markets by offering tailored life and risk protection products that are accessible and valuable to all, not just those who can afford them. This role delivers measurable impact on financial literacy, protection, and long-term security by transforming financial advice into an inclusive, empowering experience that makes protection understandable, relatable, and genuinely impactful across South Africa’s diverse communities.
Role Summary:
This is not traditional financial advising this is financial advising reimagined. Our Financial Advisor (Activations) are seasoned professionals who combine the discipline of regulatory excellence with the agility of modern sales engagement. You will have access to:
- Exclusive lead pipelines from Dis-Chem employees, suppliers, warehouses, and customer base
- Cutting-edge tech tools, including a seven-minute sign-up process and integrated underwriting
- National roadshow access, placing you in front of ready-to-engage audiences
You will move seamlessly between mass market and high-net-worth conversations, adapt to diverse LSMs, and command rooms with authority, speaking to groups of employees, suppliers, or potential customers. This is high-trust, high-volume, high-impact advisory work.
Benefits:
- Salaried position plus rich commission structure, competitive earnings with no cap for top performers
- Exclusive access to the Dis-Chem Life ecosystem, leads, data, and networks ready for conversion
- Tech-enabled client onboarding and underwriting to reduce admin and accelerate results
- Platform to deliver financial literacy education at scale
- Fully supported marketing, events, and engagement opportunities
- National travel and high-profile speaking opportunities to position you as a thought leader
- Performance recognition and career advancement opportunities
Key Responsibilities:
- Deliver tailored financial advice across life risk, and mass market product lines
- Apply advanced sales techniques including sales funnel management, consultative selling, objection handling, and closing strategies
- Host group presentations and public speaking engagements for employees, customers, and suppliers
- Build rapid rapport and trust with diverse audience types, from mass market to C-suite
- Leverage Dis-Chem Life’s lead channels and customer networks to drive consistent acquisition
- Maintain fit and proper status and ensure all COB/CPD requirements are current
- Travel nationally for roadshows, activations, and client engagements
- Translate complex financial concepts into simple, relatable solutions
- Collaborate with the distribution team to innovate client acquisition and education strategies
- Consistently meet and exceed prescribed KPI, sales, and compliance standards
- Contribute to Dis-Chem Life’s reputation as a customer-first, high-integrity financial services provider
Soft Skills:
- Highly confident, self-driven, and commercially astute
- Extroverted with strong public speaking presence
- Compassionate, empathetic, and culturally aware in client interactions
- Proactive opportunity-seeker with exceptional adaptability
- High energy, resilient, and comfortable with frequent change
- Collaborative team player who thrives in a high-performance culture
Technical Skills:
- Strong knowledge of life risk products and mass market solutions
- Expertise in selling methodologies, sales funnel optimisation, lead qualification, closing skills, and trust-building at scale
- Proficiency in lead conversion strategies for high-volume and diverse market segments
- Skilled in delivering financial literacy education to varied audiences
- Comfortable engaging across multiple LSM levels, from entry-level earners to executives
Experience:
- Minimum 2–3 years as a licensed Financial Advisor
- Proven success in both individual life risk products as well as mass market product lines
- Track record of building and maintaining a profitable client book
- Demonstrated ability to deliver impactful group presentations and public engagements
Requirements and Qualifications
- RE5 certified
- Fully licensed and not under supervision
- Recognised FSCA-approved qualification
- Matric or equivalent
- Fit and Proper status maintained at all times
- COB/CPD requirements fully up to date
- Multilingual preferred: Zulu, English, and Afrikaans
- Representative of South Africa’s demographic diversity
- Own reliable transport (for national travel)
Click here to apply
Dialler Manager
Job Description
Purpose of the Role:
Maximize Agent Productivity And Campaign Performance Through Effective Management Of The Dialler System.
Dialler and Campaign Optimization:
- Monitor dialler performance metrics such as Dialler Strategies, call connect rates, agent productivity, and campaign success.
- Identify areas for improvement and implement strategies to optimize performance.
- Monitor real-time and historical performance metrics to identify opportunities for improvement
- Review previous day’s performance to make recommendations and agree on, communicate, and deliver the dialling plan for the day.
- Oversee the configuration of dialler settings, including call pacing, campaign setup, and agent assignments. Ensure configurations align with campaign objectives and compliance regulations.
- Continuously monitor and adjust campaigns based on performance data and feedback.
- Responsible for the overall maintenance and running of the dialer system.
- Troubleshoot and resolve any issues related to the dialler system promptly
Data Analysis and Reporting:
- Generate regular reports on dialler performance, campaign effectiveness, and team productivity.
- Generate and analyse reports on dialler performance, agent productivity, and campaign results to drive data-driven decision-making.
- Generate dashboards to provide insights into dialler performance, campaign effectiveness, and ROI.
Technical Liaison:
- Act as the primary point of contact between the dialler team and IT/support teams.
- Coordinate with technical teams to ensure the dialler system is maintained and updated as needed.
- Manage relationships with dialler software vendors and service providers.
Customer Interaction Management:
- Develop and implement strategies to improve customer contact and interaction quality.
- Ensure the dialler system supports personalized and customer-centric communication.
- Monitor customer feedback and address any issues related to dialler interactions.
Innovation and Continuous Improvement:
- Stay informed about new dialler technologies and industry best practices.
- Identify opportunities for innovation and process improvement within dialler operations.
- Lead initiatives to implement new technologies and optimize existing systems.
Compliance and Quality Assurance
- Implement and monitor quality assurance processes to maintain high standards of service.
- Stay updated with changes in regulations and adjust dialler settings and processes accordingly.
- Responsible for all Dialer Compliance and Controls across the business.
Key Competencies
- Proficiency in analysing data, identifying trends, and interpreting information to make informed decisions and recommendations.
- Ability to communicate effectively and clearly, to convey complex information to diverse audiences.
- Ability to build and maintain positive relationships with colleagues, clients, vendors, and other stakeholders.
- Demonstrated commitment to taking ownership of tasks and projects, seeing them through to completion with attention to detail and quality.
- Starter Finisher Mentality: Enthusiastic and proactive approach to tasks, demonstrating initiative and drive to deliver results within established timelines.
- Passion for Delivering Results: Genuine enthusiasm for achieving objectives and exceeding expectations
- Ability to Identify inefficiencies in processes and workflows and proposing and implementing innovative solutions to streamline operations.
Qualifications and Experience
- A relevant certificate or diploma is preferred.
- Minimum of 5 years of experience as a Dialer Manager in a Contact Centre is required.
- Minimum of 2 years of experience in interpreting and analysing call centre data
- Experience working on Connex One platform or similar dialer platform.
- Expert capability in Microsoft Excel
- Experience in working with the following tools: Microsoft BI Tools (SQL a must)
- Experience working data visualization tools.
- Possess experience in all stages of project work (requirements, design, implementation, testing and deployment)
Click here to apply
Team Leader – Combined Sales
Job Description
Purpose of the Role
As our Dis-Chem Life Team Leader – Combined Sales, you will be responsible for leading, coaching, and motivating a team of Call Centre Agents to deliver exceptional customer experiences, meet sales targets, and uphold compliance standards. You will create an environment where agents can thrive, balancing people leadership, operational excellence, and hands-on support to ensure every agent can succeed and every customer receives trusted advice.
This is a role for a leader who is customer-obsessed, and passionate about growing people and performance.
Role Summary
The Team Leader will oversee daily operations of a team of Call Centre Agents. You will manage sales performance, compliance, customer service, and team culture, ensuring alignment with Dis-Chem Life’s values and objectives.
Benefits
- Career growth opportunities within Dis-Chem Life.
- Exposure to South Africa’s largest retail pharmacy and insurance ecosystem.
- Inclusive, supportive culture with a focus on growth and development.
Key Responsibilities
Team Leadership and Coaching
- Lead, mentor, and inspire a team of Call Centre Agents.
- Conduct regular performance check-ins, providing coaching and support to drive growth.
- Foster a culture of accountability, collaboration, and continuous improvement.
Sales and Customer Outcomes
- Drive achievement of individual and team sales targets.
- Monitor key performance metrics (conversion rates, productivity, customer satisfaction).
- Support agents in handling escalated customer queries and complex cases.
Compliance and Quality Assurance
- Ensure all advisors operate in line with FAIS, FICA, TCF, and other regulatory frameworks.
- Monitor adherence to Dis-Chem Life’s policies, processes, and ethical standards.
- Conduct spot checks and audits to ensure compliance and accuracy.
Operational Management
- Provide weekly and monthly performance reports to Call Centre Manager.
- Collaborate with HR, Training, and Compliance teams to address gaps and upskill agents.
People and Culture
- Build team morale through recognition, motivation, and open communication.
- Identify training needs and coordinate with the Training team.
- Act as a role model for Dis-Chem Life values in all interactions.
Technical Skills
- Strong knowledge of retail financial products (life and funeral etc.).
- Understanding of FAIS, FICA, TCF, and insurance compliance requirements.
- Strong reporting and MS Office / CRM system proficiency.
Soft Skills
- Inspirational leader and coach.
- Excellent communicator with strong interpersonal skills.
- Commercially astute with a focus on results.
- Problem-solver who thrives under pressure.
- High levels of integrity, professionalism, and accountability.
Experience
- 3–5 years’ experience in financial advisory or insurance sales.
- Minimum 2 years in a team leader/supervisory role.
- Proven track record of meeting and exceeding sales targets.
Qualifications
- Relevant financial/insurance qualification (NQF 5 or higher in Financial Services).
- RE5 (Regulatory Exam) certification required.
- FAIS-compliant.
- Additional leadership/management training advantageous.
Click here to apply
We wish you all the best with your applications
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