Financial Advisor Team Leader

SUMMARY:
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POSITION INFO:

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.