Team Leader Tied

Old Mutual Insure Limited; Cape Town; On-site; ZAR 600,000 - 1,200,000; Full time

Job summary

Old Mutual in Cape Town seeks an experienced sales leader to manage and implement the direct sales operating model, driving sales and cross-sell within the direct channel and embedding an integrated financial services offering for the organization.

You will develop sales plans, pipelines for agents, coach teams, monitor productivity, and ensure customer experience standards while delivering targets within governance.

Qualifications

• NQF Level 7 degree or equivalent required.
• RE and Fit & Proper requirements apply; extension possible.
• Experience in direct sales leadership or channel management preferred.

Responsibilities

• Manage and implement the direct sales operating model to generate sales.
• Develop and implement contact plans and track productivity.
• On-the-job coaching and staff development with traceable processes.
• Ensure adherence to governance, policies and customer experience standards.
• Drive cost efficiency and deliver budgets while maintaining stakeholder relationships.

Skills

Action Planning

Oral Communications

Policies & Procedures

Financial Acumen

Decision Quality

Education

NQF Level 7 Degree or equivalent

Job description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Manage and implement the direct sales business operating model to generate sales and cross sell products in the direct channel to embed an integrated financial services offering for the organization. Manage and implement the direct sales business operating model Implement sales plans and pipelines for assigned agents. Develop and implement contact plans and track productivity. Support the business to deliver business targets and objectives and create a high performance orientated culture Accountable for the direct acquisition of sales Maintain lead to quote Maintain quote to conversion ratios Maintain NTU – and cancellation ratios Manage discount mandates to ensure that profitability targets are achieved Identify through insights action plans to improve lead, quote and conversion ratios Manage cost to serve indicators Facilitate the sharing of best practice across teams to improve sales acquisition. Driving a high performance sales culture. Maintain a high level of product knowledge by engaging staff in innovative ways. On the Job Sales Coaching for employees by having a traceable coaching process. Manage the resource capacity planning and implementation. Manage and ensure best practice delivery of customer experience standards nationally. Ensure adherence to organisational policies, practices and procedures. Identify solutions to enhance cost effectiveness and increase operational efficiency Co create and implement business processes and systems to achieve sales targets and improve customer experience Build and maintain excellent relationships between own team and key internal external stakeholders. Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service. Ensure professional services are provided; where expectations are managed in terms of outcomes. Implement Quality Assurance findings. Continuous improvement in product, process and systems to deliver strategic advantage within the market Ensure process, product and systems optimisation is prioritised in order to deliver targeted strategic advantage. Establish and promote healthy vertical and horizontal business processes that ensure efficient and effective client delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain. Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements. Drive change methodology and ensure implementation across all projects Ensure project and change initiatives meet objectives on time and on budget by increasing broker, customer or employee adoption and usage Responsible for implementing change management strategies and plans that maximize employee adoption and usage and minimize resistance to drive faster adoption, higher ultimate utilization of and proficiency with the changes that impact brokers / customers and employees by increasing benefit realization, value creation, ROI and the achievement of results and outcomes. Provide direct support and coaching to all direct reports. Ensure cost efficiency through financial and corporate governance Deliver the allocated part of the operation within agreed budgets, service levels and business targets sales Contribute to the development and implementation of fit for purpose budgets. Manage quality people practices Align own behaviour with the organisation culture and values. Share and transfer product, process and systems knowledge to colleagues. Collaborate and work with the HR and IT teams to deliver required service levels. Actively share information with other team members regarding successes, issues, trends and ideas. Ensure training and development plans are maintained for all team members Manage the fair and consistent application of performance management and disciplinary measures as necessary.

Minimum Hiring Requirements

• Reliable vehicle
• Valid driver's license
• Willingness to prospect, network, and build a client base.
• Strong character, resilience, work ethic, coachability, and accountability

RE and Fit & Proper Requirements Candidates must be fit and proper alternatively must have 12 months or more remaining before their RE deadline may be considered for appointment. People management experience will be beneficial Candidates with less than 12 months remaining must engage the FSCA and obtain an extension. We will gladly reconsider those candidates once they provide formal confirmation of their approved extension.

Skills

Action Planning, Claims Management, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Oral Communications, Policies & Procedures, Typology Competencies Builds Effective Teams Business Insight Collaborates Communicates Effectively Decision Quality Directs Work Ensures Accountability Financial Acumen

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)

Closing Date

22 October 2026 , 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!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.