Team Lead: Sales

Telesure Investment Holdings (TIH); Gqeberha; On-site; ZAR 800,000 - 1,100,000; Full time

Job summary

TIH in South Africa’s Eastern Cape is seeking a senior sales leadership professional to coordinate independent advisors and drive revenue while meeting business requirements. The role includes operations oversight, performance management, and governance adherence.

Ideal candidates have 5+ years in sales, 3+ years in leadership within financial services, Matric, CPD hours, and regulatory exam readiness. A path to growth and broader business impact awaits.

Qualifications

• Matric/Grade 12 or SAQA equivalent (Essential); Regulatory Exam 5, dependent on DOFA date (Essential); Full 150 STI credits, dependent on DOFA date (Essential); CPD hours (Essential); Class of Business Certificate (Advantageous); Degree and/or diploma in business/marketing (Advantageous)

Responsibilities

• Operations Management - Provide operational support services and sometimes act as first-line supervisor of a transactional operations area.
• Performance Management- Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives.
• Customer Management - Help manage clients by carrying out standard activities and providing support to others.
• GOVERNANCE AND POLICY MANAGEMENT - Identify non-compliance and escalate issues as appropriate.
• Leadership and Direction- Explain the local action plan to support team members and motivate them to achieve goals.
• Capability Building - Identify development needs and provide training or coaching.
• Customer Relationship Management (CRM) - Monitor CRM usage and escalate issues as needed.
• Insights and Reporting - Extract data to generate reports and identify improvements.
• Work Scheduling and Allocation - Develop work schedules and approve overtime as needed.
• Personal Capability Building - Stay updated on policies, regulations and industry knowledge.

Skills

People management

Sales leadership

Regulatory knowledge

Analytics

Education

Matric / Grade 12 or SAQA equivalent

Regulatory Exam 5

Full 150 STI credits

CPD hours

Degree and/or diploma in business/marketing

Tools

CRM

Job description

Join TIH, home to some of South Africa's leading financial service providers, and grow your career while being part of an organisation with purpose.

Job Purpose

Manage and coordinate the sales function through independent advisors, to
meet business requirements. This position is governed by internal and external
policies and frameworks.

Responsibilities

Operations Management - Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.

Performance Management- Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organisation's performance management systems to improve personal performance. Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.

Customer Management - Help manage clients by carrying out standard activities and providing support to others. Manage customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response. Operational Compliance |

GOVERNANCE AND POLICY MANAGEMENT - 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.

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.

Capability Building - Use the organisation's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities. Provide training or coaching in own area of expertise to enable others to improve performance and fulfill personal potential.

Customer Relationship Management (CRM) - Monitor team members' use of the customer relationship management system, identifying and resolving standard issues and escalating these to a senior manager as appropriate.

Insights and Reporting - Extract and combine data to generate standard reports. Identify gaps and suggest improvements to achieve targets and goals.

Work Scheduling and Allocation - Develop short- or medium-term work schedules in order to achieve planned commitments. Approve overtime or use additional resources as needed.

Personal Capability Building - Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment. Keep up to date with business products and keep abreast of changes in the insurance industry, including competitor products. Gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, and industry best practices through ongoing education, attending conferences, and reading specialist media

Education

Matric / Grade 12 or SAQA Accredited Equivalent (Essential); Regulatory Exam 5, dependent on DOFA date (Essential); Full 150 STI credits, dependent on DOFA date (Essential); CPD hours (Essential); Class of Business Certificate (Advantageous); Degree and/or diploma in business/marketing (Advantageous

Experience

5 or more years' sales experience (Essential); Experience in Financial Services Industry (Advantageous) 3 or more years' sales experience in a leadership role (Essential)

Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind?