Key Responsibilities
With regards to the Motor & Home Sales Team:
- Generate quotations for short-term insurance policies and other products introduced by the company.
- Manage the quotation and sales process with professionalism, integrity, and product knowledge.
- Ensure adherence to the call centres House Rules and compliance standards.
- Oversee and optimise all lead sources (referrals, cross-sell, etc.).
- Monitor performance through call reviews, reports, and quality checks.
- Coach staff on objection handling and conversion strategies.
- Manage team discipline (login/logout times, breaks, adherence to schedules).
- Improve lead-to-quote and quote-to-sale conversion ratios.
- Ensure high-quality lead transfers with minimal errors and strong script adherence.
- Conduct coaching, skills training, and development sessions.
- Share insights and strategies to continuously enhance team effectiveness.
- Run motivational incentives and build strong team spirit.
- Collaborate effectively with the Sales Support team to address performance gaps.
Qualifications Required
- Minimum NQF 4: Grade 12 or a relevant tertiary qualification
- Regulatory Examination Certificate 5 (RE5)
- A full qualification in Short-Term Insurance (FAIS)
- Compliance with FAIS Fit & Proper criteria (experience, competency requirements, and CPD)
Experience and Skills Required
- Minimum 3 years experience as a Team Leader in a call centre sales environment, managing a team to exceed targets (non-negotiable)
- Minimum 2 years experience managing short-term insurance sales (non-negotiable)
- Strong knowledge of short-term insurance and warranty products, including relevant regulations
- Proven success in short-term insurance sales and services
- Experience in managing high-performance, compliance-driven environments
- Ability to analyse and interpret large data sets with attention to detail
- Strong sales coaching and performance management skills
- Ability to motivate, support, and hold agents accountable through courageous conversations