In-Store Financial Advisor Team Leader – Dis-Chem Life
We are passionate about helping customers access financial solutions that fit their lives. Instore Financial Advisors are at the heart of this mission, delivering expert guidance, human connection, and tailored insurance solutions within Dis-Chem stores.
Role Summary
As the Team Leader you will lead, coach, and motivate 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 succeeds and every customer receives trusted advice.
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 such as conversion rates, productivity and 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 the 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.Qualifications and 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 is advantageous.Relevant financial / insurance qualification (NQF 5 or higher in Financial Services).RE5 (Regulatory Exam) certification required; FAIS‑compliant.Strong knowledge of retail financial products and insurance compliance requirements.Strong reporting and MS Office / CRM system proficiency.Inspirational leader, excellent communicator with strong interpersonal skills.Commercially astute, problem‑solver, high levels of integrity, professionalism and accountability.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.#J-18808-Ljbffr
