Team Lead: Sales

Telesure Investment Holdings (TIH); Johannesburg; On-site; ZAR 600,000 - 900,000; Full time

Job summary

TIH invites applicants for a leadership-focused role overseeing performance and coaching of a client-facing team in Johannesburg. The role requires solid product and market knowledge, with emphasis on growth of the brand and adherence to regulatory standards.

Responsibilities include guiding operations, managing performance metrics, handling client queries, and maintaining governance and policy compliance. Strong CRM usage and data reporting are essential to drive results.

Qualifications

• Matric/Grade 12 with SAQA accreditation is essential.
• Regulatory Exam 5 is essential; must be completed by DOFA date.
• Full 150 STI credits required based on DOFA date.
• CPD hours completed and up-to-date.
• Class of Business Certificate is advantageous.
• Degree or diploma in business or marketing is advantageous.

Responsibilities

• Provide operational support services and act as first-line supervisor in a transactional operations area.
• Develop and propose team performance objectives; report on performance and take corrective actions.
• Manage client queries and complaints; refer complex issues to others and ensure appropriate responses.
• Identify non-compliance with policies and regulatory codes; escalate issues as appropriate.
• Explain the local action plan to support team members and motivate achievement of goals.
• Identify development needs; plan and implement training and coaching.
• Monitor CRM usage; resolve standard issues and escalate to a senior manager.
• Extract data to generate standard reports; identify gaps and suggest improvements.
• Develop short- or medium-term work schedules; approve overtime or allocate resources.
• Keep up to date with internal policies, external regulations, and insurance industry changes.

Skills

Leadership

Performance management

Coaching

CRM

Data analysis

Team management

Education

Matric / Grade 12 (SAQA accredited)

Regulatory Exam 5

Full 150 STI credits

CPD hours

Class of Business Certificate (Advantageous)

Degree/diploma in business/marketing (Advantageous)

Tools

CRM software

Microsoft Excel

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

To ensure individual contributors are performing against targets, while reviewing their performance and coaching them to do so to assist in achieving the required sales and operational results. Ensure inbound and outbound policy sales, based on contacts and campaigns. Need a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand.

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)