Regional Manager

Discovery: Sales & Distribution

Location: Cape Town

Execution-focused role that strengthens regional delivery through performance tracking, reporting, adviser and franchise engagement, DFC/DCS coordination, and operational follow-through, allowing the Regional General Manager to focus on strategic leadership and growth.

Relevant degree or diploma in Business, Commerce, Finance or a related field will be advantageous.

Relevant experience in financial services, preferably within distribution, intermediary, franchise or adviser-facing environments.

6 years of experience in Sales Management

Insurance Qualifications (e.g. CPF, RE1, RE 5) – Must have

Relevant experience with Discovery Products (Advantageous)

Good understanding of adviser dynamics, sales execution and performance management.

Exposure to Discovery’s adviser model, product environment and distribution structures would be beneficial.

Knowledge of underwriting process

Broker consulting experience in an insurance company or investment house

An understanding of financial planning

Extensive experience in Excel and performance tracking.

Ability to travel to other regions

The Regional Manager will be expected to contribute across the following key areas, but not limited to:

To support execution of regional strategy and ensure operational delivery.

To drive regional growth, improve sales performance, and strengthen the effectiveness of the Discovery distribution footprint within the assigned area of responsibility.

Assists with implementation and tracking of strategic initiatives.

Maintains operational relationships and supports stakeholder engagement activities.

Coordinates initiatives and tracks execution across DFC and DCS.

Limited direct people leadership, primarily coordination and support.

Represents the region when delegated by the RGM.

Can provide continuity and cover when the RGM is unavailable.

Monitors performance, prepares analysis, and assists with intervention plans.

Tracks performance against targets and drives follow-through on recovery actions.

The role works closely with Franchise Directors, Business Executives, Business Consultants and Financial Advisers to grow a high-quality and sustainable adviser footprint across tied and IFA channels.

The Regional Manager is expected to help improve recruitment, activation, productivity, retention and commercial execution within the region, while supporting the delivery of Discovery’s integrated value propositions across Life, Invest, Insure, Health and Bank.

Accountable coordination, reporting, execution support, and delivery of agreed initiatives.

The role also plays an important part in embedding Discovery’s Shared Value model and ensuring that franchise teams and advisers are supported to build quality, sustainable and profitable businesses.

Support franchise teams in managing adviser panels more effectively and identifying areas for growth.

Assist with performance tracking, follow-through and practical support to improve output.

Contribute to building strong, disciplined and commercially focused franchise teams.

Performance in the role will typically be measured across the following areas:

Growth in adviser footprint across tied and IFA channels

Improvement in adviser activation and productivity

Strong leadership to sales growth and new business production

Product penetration across Discovery’s product set

Quality and sustainability of business written

Strength of recruitment pipeline and onboarding success

Support and effectiveness of Franchise Directors, Business Executives, Business Consultant and Financial Advisers.

Adviser retention and franchise sustainability

Accuracy, quality and discipline of reporting and follow-through