EXECUTIVE: TIED SALES

ABOUT THE COMPANY

When 1Life launched in 2006, we shook up the insurance industry with our fresh, customer-focused approach – offering

affordable, simple and convenient insurance products direct to South Africans. We have evolved over the years from

being a direct life insurer to becoming a multi-distribution insurer in 2013. We are always innovating, always looking for

ways to meet South Africans’ evolving needs and change lives for the better.

Everything we do is geared towards making it simpler for our customers to make smart choices and to protect and grow

their wealth. Take a look at some of our industry “firsts”:

• the first company to sell life insurance direct to the public online and through our mobi site
• the first life company to launch a USSD policy management service for life policyholders
• the first to introduce HIV testing via saliva instead of blood tests

JOB PURPOSE

The Executive: Tied Sales Channel is accountable for leading, growing, and optimising the organisation’s tied adviser

multi-brand distribution channel. The role is responsible for driving new business production, improving adviser

productivity, strengthening recruitment and retention, and ensuring the channel delivers sustainable sales growth within

a compliant and customer-centric framework. RESPONSIBILITIES

Leadership and Direction:

Lead a national tied sales force and ensure advisers are appropriately enabled through

coaching, training, product support, digital tools, performance management, and operational service excellence for the

channel. Products include Life, Funeral, Legal and Rewards program.

Functional Strategy Formation & Implementation:

Strategically drive targets per business unit for the Tied channel.

Define, develop and implement the Group Distribution Strategy to meet business growth requirements. Effectively align

channel objectives to overall organisational / business objectives in order to exceed profit targets. Successful

implementation of channel initiatives and projects ensuring profit targets are exceeded in line with the commercial

business cases.

Business Planning:

Lead the development of annual and longer-term business plans for a significant function or small

local business, ensuring alignment with strategy; quantify business outcomes; Meet and exceed growth objectives in all

product lines through different product distribution teams / channels.

Effectively align channel objectives to overall organisational / business objectives in order to exceed profit targets.

Define, develop and implement the Distribution Strategy to meet business growth requirements. Successful

implementation of channel initiatives and projects ensuring profit targets are exceeded in line with the commercial

business cases. Quantify business outcomes (i.e. revenues or other key performance indicators); detail expense and

headcount budgets; and develop business cases for key projects, ensuring cross-functional integration.

Stakeholder Engagement (Internal and External):

Identify and manage stakeholders up to C-suite level, government

sector, finding out their needs/issues/concerns and reacting to these by leading and coordinating the development of

stakeholder engagement plans to support the communication of business information and decisions. Maintain working relationships with government and external regulatory bodies.

Customer Relationship Management (CRM) Data:

Proactive analysis of business conducted monthly, consider

feedback received, trends analysed and action

plan put in place to test minor, improve, innovate systems, processes and communication. Plan maintained and

managed with feedback loops and results recorded.

Promoting Customer Focus:

Manage, monitor and ensure that exceptional customer service is delivered across the

distribution channels.

Organisational Capability Building:

Ensure cultural objectives are met and aligned to the vision, measuring it through

e.g. productivity, employee engagement etc. Identify, retain, coach and develop future leaders and future managers of

managers. Focus on Development strategy, Shifts, Remuneration, Departmental strategy. Use of power is balanced and

appropriate to build strong divisional leaders and to take business risks. Effectively define and manage career paths.

Compliance:

Accountable for planning, monitoring and controlling the Risk and Governance of Distribution.

Performance Management:

Enable team through required business processes, systems, knowledge, etc. Alignment of

scorecards to overall business drivers and customer experience focus.

Strategic and operational efficiencies and re-engineering. Effective implementation and management of performance

results to foster a high performance culture.

Personal Capability Building:

Act as subject matter expert in an area of technology, policy, regulation, or operational

management for the team and beyond in the function. Maintain external accreditations and in-depth understanding of

current and emerging technologies, external regulation, and industry best practices through continuing professional development,

attending conferences, and reading specialist media.

Strategic Mindset:

Sees ahead to future possibilities and translates them into breakthrough strategies. For example, is

a strong big-picture thinker; makes frequent, clear references to the organization's vision and strategy and the efforts

required to drive them forward. Effectively integrates long-term opportunities and challenges with day-to-day activities.

Business Insight:

Applies knowledge of business and the marketplace to advance the organization's goals. For

example, leverages insights to shape and drive critical initiatives. Shares industry developments with the team; helps

them grasp business and industry fundamentals and understand how they contribute.

Cultivates Innovation:

Creates new and better ways for the organization to be successful. For example, inspires

people to develop breakthrough solutions; invests and takes risks to lead cutting-edge innovations. Establishes systems

that encourage and reward partnering with others to innovate, ensuring that varied perspectives are included.

Drives Results:

Consistently achieves results, even under tough circumstances. For example, fosters organizationwide

enthusiasm to surmount obstacles; inspires people to achieve results, even when the path ahead is difficult.

Champions a results-focused culture focused on meaningful tasks and energetic action.

Manages Complexity:

Makes sense of complex, high quantity, and sometimes contradictory information to effectively

solve problems. For example, sees the systematic elements of issues' the major connections, linkages, and

interdependencies. Ensures the organization has reliable ways to gather needed information.

Collaborates:

Builds partnerships and works collaboratively with others to meet shared objectives. For example, takes

initiative to build and promote a culture of collaboration and of open, fearless communication across the organization.

Adeptly pursues and integrates a wide range of perspectives.

Builds Effective Teams:

Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals. For example, revises processes and builds systems that create a culture of teamwork and team spirit across the organization. Demonstrates a highly team-oriented approach; works skillfully with many leaders.

Plans and Aligns:

Plans and prioritizes work to meet commitments aligned with organizational goals. For example,

takes steps to coordinate and align pl