Team Lead: Sales

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

Job summary

Telesure Investment Holdings (TIH) is seeking a senior leader to manage and coordinate the sales function through independent advisers, ensuring compliance and achievement of business goals. You will lead performance management, client relations, and governance across the team.

Ideal candidates have extensive sales leadership experience within financial services, strong CRM and reporting skills, and the ability to drive capability building and operational excellence in a regulated environment.

Qualifications

• Matric or SAQA equivalent is essential.
• Regulatory Exam 5 required depending on DOFA date.
• Full 150 STI credits; CPD hours essential.
• Class of Business Certificate advantageous.
• Degree or diploma in business/marketing advantageous.

Responsibilities

• Provide operational support and supervise transactional operations.
• Develop and propose team performance objectives; report on performance.
• Manage client queries and complaints; escalate complex issues as needed.
• Ensure governance and policy compliance with regulatory codes.
• Explain action plans to team; motivate to achieve local goals.
• Develop short/medium-term work schedules; approve overtime as needed.
• Identify team development needs and provide training/coaching.
• Monitor CRM usage; generate standard reports and address issues.

Skills

Sales leadership

Operations management

CRM

Performance management

Governance & policy

Customer management

Data insights & reporting

Work scheduling

Team motivation

Education

Matric / Grade 12 or SAQA Accredited Equivalent

Regulatory Exam 5

Full 150 STI credits, CPD hours

Class of Business Certificate

Degree/diploma in business/marketing

Tools

CRM system

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)