Team Lead – Saving & Protection

Tameeni; Riyadh; On-site; SAR 180,000 - 300,000; Full time

Job summary

Tameeni in Riyadh is seeking a Sales Team Leader for Saving & Protection products. You will lead a small advisory team, coach performance, and ensure a compliant, high‑quality sales journey from lead to policy issuance.

The role emphasizes coaching, pipeline management, and regular performance reviews to improve conversion and persistency. Saudi national preferred; banking/insurance background valued.

Qualifications

• Bachelor's degree or diploma in Business Administration, Marketing, Finance or related field.
• 3–5 years in advisory or sales roles in investments, protection or savings.
• Minimum 1 year as Team Lead or Senior Advisor with coaching duties.

Responsibilities

• Lead and coach a team of 3–5 phone advisors to meet sales targets.
• Manage advisory sales journey from lead to policy issuance.
• Drive conversion rates, premium performance and lead timely follow‑ups.
• Ensure compliance with financial regulations and company policies.
• Develop call scripts, handling guides, and product briefs.
• Provide performance updates and market feedback to management.

Skills

Sales team leadership

Performance management

Coaching

CRM management

Negotiation

Communication

Reporting

Regulatory compliance

Education

Bachelor's degree

Finance/Business background

Tools

CRM systems

MS Office

Job description

Job Summary

Lead and coach a team of phone advisors responsible for selling Saving & Protection products. Manage the advisory sales journey from lead assignment through policy issuance, while driving sales performance, maintaining service quality, and ensuring compliance with applicable regulations and company policies.

Job Objectives

• Drive achievement of Saving & Protection sales targets.

• Improve advisor performance through continuous coaching and performance management.

• Ensure an efficient sales journey from lead assignment to policy issuance.

• Maintain high standards of sales quality, customer experience, and regulatory compliance.

Job Responsibilities

Sales Performance

• Manage the full advisory sales funnel from lead assignment through policy issuance.

• Drive team sales targets, conversion rates, and premium performance.

• Ensure timely lead contact and consistent customer follow‑up.

• Conduct regular pipeline reviews and identify opportunities to improve conversion.

Team Leadership & Coaching

• Lead and coach a team of 3–5 phone advisors.

• Conduct regular 1:1 sessions, live call reviews, and targeted coaching.

• Identify performance and skill gaps and develop appropriate improvement actions.

• Review lost opportunities and provide actionable feedback to improve closing rates.

Sales Effectiveness

• Develop and enhance call scripts, objection‑handling guides, and product briefs.

• Support advisors in handling customer objections, negotiations, and closing opportunities.

• Share customer, product, and market feedback with relevant internal stakeholders.

Quality & Compliance

• Ensure advisors follow company policies and applicable financial regulations.

• Monitor sales quality and potential mis‑selling risks.

• Support customer experience and persistency by addressing quality issues and complaints.

• Maintain appropriate process discipline across the team.

Reporting

• Track team performance, conversion, premium, and pipeline results.

• Provide regular performance updates and relevant market insights to management.

Job Requirements

Educational Qualification

• Bachelor's degree or diploma in Business Administration, Marketing, Finance, or a related field.

Licenses & Certifications

• IFCE certification is preferred.

Previous Work Experience

• 3–5 years of relevant experience in advisory or sales roles covering investments, protection, savings, or unit‑linked products.

• Minimum 1 year of experience as a Team Lead, Supervisor, or Senior Advisor with coaching responsibilities.

• Experience within banking, insurance, or financial services.

Skills and Abilities

• Sales team leadership and performance management.

• Coaching and people development.

• Knowledge of Saving & Protection products.

• Sales pipeline and CRM management.

• Customer relationship management.

• Negotiation and closing skills.

• Strong communication and presentation skills.

• Performance analysis and reporting.

• Knowledge of financial sales compliance requirements.

Other Requirements

• Saudi National.