Team Lead: Sales

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Coach, support and guide individual contributors to ensure they are performing against targets, while reviewing their performance to assist in achieving the required operational results.

Responsibilities

• Operations Management Supervise others working within established operational systems.
• Operational Compliance Identify, within the team, instances of non-compliance with the organisation's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.
• Customer Management Help senior colleagues manage customer relationships by using relevant sales or customer systems.
• Customer Service Act as first-line supervisor of a team providing operational support, and play a key role in helping to achieve targets in areas such as productivity or turnaround times. Deal with most complex and valuable issues.
• Insights and Reporting Contribute to the preparation of various data and analytics reports.
• Customer Relationship Management (CRM) Data Enter customer information that has been gathered through research and/or through direct customer contact into the customer relationship management system, to ensure that the organisation has quality data to enable effective customer retention and business development activities OR Ensure that team members maintain up-to-date customer relationship management data, identifying and resolving issues.
• Building Capability Develop personal capabilities using existing formal and informal training opportunities, while also coaching others as required.
• Performance Management Respond to personal objectives and use performance management systems to improve personal performance. OR Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.
• Leadership and Direction Explain the local action plan to support team members in their understanding of what needs to be done and how this relates to the broader business plan and the organisation's strategy, mission and vision; motivate people to achieve local business goals.

Education

Matric / Grade 12/ SAQA Accredited Equivalent (Essential); Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognised qualifications / Regulatory Examinations / STI Certification / Class of Business Certification and / or CPD according to your DOFA (where applicable) (Essential)

Experience

4 or more years' experience in a decision making role in the insurance industry (Essential). 2 or more years' sales coaching and leadership experience in the insurance industry (Essential)