Team Leader - Commercial Tied-1

Old Mutual; Pretoria; On-site; ZAR 400,000 - 550,000; Full time

Job summary

A leading company in South Africa is seeking a Sales Team Manager to oversee a team of Tied Agents. The role involves driving sales growth and ensuring compliance with policies while fostering high performance within the team. Candidates with a background in commercial underwriting and direct sales are encouraged to apply.

Qualifications

• Minimum of 2 years in non-life insurance (primarily in Commercial Underwriting).
• 3-5 years experience in direct sales providing B2C solutions.

Responsibilities

• Manage a sales team of Tied Agents and ensure performance meets targets.
• Track sales performance and manage compliance to policies and governance.
• Identify and create new business opportunities within the managed area.

Skills

Customer-focused

Leading with influence

Personal mastery

Strategic thinking

Education

Grade 12 or National Senior Certificate

Appropriate Insurance or Tertiary Qualification

FAIS Compliant in Non-life Commercial product category

Job description

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Job Description

Manage a sales team of Tied Agents in their designated area(s). They contribute towards the leadership direction and sales targets for these Tied Agents in the specific provinces. They are accountable for the sales targets and profitability of the team over periods of up to a year.

• Ensure that all policies, processes, controls, and procedures are well communicated, understood, and followed by agents within own region.
• Keep agents up to date with changes to any policies, processes, controls, and procedures.
• Communicate and train tied members on consequences of failure to adhere to required policies and procedures.
• Continuously emphasize the importance of compliance to legislations, governance, and company policies.

B People Development & Management

• Nurture a culture of high performance through initiating performance development discussions with Tied Agents and setting up actionable plans.
• Manage poor performance through direct communication and following company standards where matters need to be escalated.
• Act as first point of contact for any team complaints and problems within mandated area.
• Foster good relationships with tied agents and set up regular check-ins to manage queries, concerns, and celebrate successes.
• Encourage employees to bring forth new ideas on training materials and content.
• Set up regular training sessions where current issues and obstacles can be discussed and resolved.
• Ensure that continuous feedback is noted down and used to improve current processes and systems.
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
• Track sales performance and cancellations for the Tied Agent team in own area against required targets.
• Review individual Tied Agent performance ensuring that agreed market segments, productivity, service levels, and quality metrics are met.
• Take ownership of achieving business profitability growth targets through meeting client expectations within agreed service levels for sales and servicing.
• Ensure business growth targets are met through innovative sales techniques and superior servicing of portfolio clients.
• Manage overall portfolio profitability of the team, including claims ratios and cancellations.

F Business Management & Target Setting

• Provide input on strategic initiatives to increase tied effectiveness.
• Assist with transparent communication, implementation, and change support related to strategy and operational impacts on tied agents.
• Assist tied agents during sales or complaint interactions where necessary.

G Customer Relationship Management

• Create and encourage a culture emphasizing customer service and client priority.
• Continuously monitor changing client needs, anticipate new requirements, and align service offerings accordingly.
• Ensure that while resolving customer complaints and advising on specific solutions, Tied Agents’ statutory and legislative knowledge is always up to date, and all actions comply with governance requirements.

H Business Development

• Identify, manage, and create new and coordinated business opportunities in the managed area to expand the existing market.
• Explore alternative market segmentations within the area/region.

Experience, Knowledge & Skills Required

• Grade 12 or National Senior Certificate
• Appropriate Insurance or Tertiary Qualification
• FAIS Compliant in Non-life Commercial product category
• Minimum of 2 years in non-life insurance (primarily in Commercial Underwriting)
• 3-5 years experience in direct sales providing B2C solutions
• Customer-focused
• Leading with influence
• Personal mastery
• Strategic thinking

Skills & Education

Details not specified.

Closing Date

14 April 2025 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Key Skills

Hyperion, Acquisition, Asset, ABAP, Basic, ActiveX

Employment Type : Full-Time

Experience : years

Vacancy : 1