iRefer Sales Team Manager

Sanlam; Midrand; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services provider in Midrand is seeking an Internal Account Team Leader to enhance collaboration across departments. The candidate will manage relationships with internal partners and drive lead generation initiatives. Ideal applicants should possess at least 3 years of relevant experience in financial services or sales. Strong skills in key account management and reporting are essential. This role offers opportunities for growth within a dynamic organization.

Qualifications

• Minimum 3 years’ experience in financial services.
• Minimum 3 years’ experience working with various business partners.
• Minimum 3 years’ experience in a sales environment.

Responsibilities

• Identify and initiate contact with new key stakeholders across the business.
• Manage and implement reporting of referrals and sales per department.
• Manage inquiries and requests from various internal stakeholders.

Skills

Key Account Management

Key Account Negotiation

Review, reporting, and trend analysis

Product and pricing knowledge

Education

Grade 12 / Standard 10 / NQF4

Job description

Who are we?

At MiWay, our purpose is to enable people to live their way. We understand that life is not just about "things" but the meaning that those things bring to your life. We believe that technology and innovation have infinite possibilities when inspired by humans like you.

Therefore, we focus on our clients' needs, finding new ways to simplify their lives and how they do things.

We provide products, services, and solutions that enable them to live and enjoy life on their own terms — in their own way.

Agile values and principles are strongly embedded in our culture, guiding our decision-making and approach to adding value within the company.

Build a successful career with us

We are committed to building strong, lasting relationships with our employees. We recognize your hopes for your future — your career, personal development, and achieving great things. We pride ourselves on helping our employees realize their worth. Through its five business clusters — Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office — the group offers many opportunities for growth and development.

What will you do?

MiWay attributes its success to the quality of its management team in developing a world-class organization. To maintain our high standards, we’re seeking an Internal Account Team Leader in our iRefer department.

As the Internal Account Team Leader, you will manage relationships with all internal partners across Sales, Client Services, Claims, and lead generation partners. You will also drive and manage lead generation and reporting across all internal departments.

Our ideal candidate will have a passion for helping others and delivering exceptional service to our internal stakeholders.

Responsibilities:

• Identify and initiate contact with new key stakeholders across the business at various levels.
• Manage and implement reporting of referrals and sales per department.
• Manage inquiries and requests from various internal stakeholders.
• Report and manage incentive payments on successful referrals.

Requirements of this role:

Qualification

• Grade 12 / Standard 10 / NQF4

Experience Required

• Minimum 3 years’ experience in financial services
• Minimum 3 years’ experience working with various business partners
• Minimum 3 years’ experience in a sales environment

Objectives for the role:

• Prospecting to identify high-impact solutions to drive iRefer referrals.
• Be the main point of contact in all matters relating to iRefer.
• Build and strengthen internal relationships to achieve referrals.
• Drive incentive initiatives in specific departments according to budget and sales targets.
• Monitor sales and work with internal stakeholders to develop strategic plans to ensure KPIs are being met.
• Develop a thorough understanding of the departments' business to identify opportunities for growth.

Knowledge and Skills:

• Key Account Management
• Key Account Negotiation
• Review, reporting, and trend analysis
• Product and pricing knowledge

Personal Attributes:

• Business insight - Contributing through others
• Plans and aligns - Contributing through others
• Decision quality - Contributing through others
• Interpersonal savvy - Contributing through others

Core Competencies:

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

Additional Skills:

• Processing transactions and conducting simple calculations
• Data collection and analysis
• Record keeping, filing, and database maintenance
• Maintaining work standards and quality verification

Personal Attributes:

• Plans and aligns - Contributing dependently
• Communicates effectively - Contributing dependently
• Action-oriented - Contributing dependently
• Optimizes work processes - Contributing dependently

Core Competencies:

• Being resilient - Contributing dependently
• Customer focus - Contributing dependently
• Collaborates - Contributing dependently
• Cultivates innovation - Contributing dependently
• Drives results - Contributing dependently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.