Job Purpose
The Team Leader is responsible for leading, motivating, and managing a team of Telesales Agents responsible for selling funeral cover and life insurance products within a banking environment. The role focuses on driving sales performance, ensuring compliance, coaching team members, and delivering exceptional customer service while achieving business objectives and sales targets.
Key Responsibilities
- Lead, coach, and develop a team of Telesales Agents to achieve individual and team sales targets.
- Monitor daily sales performance, productivity, and call quality.
- Provide ongoing coaching, mentoring, and performance feedback to team members.
- Conduct regular one-on-one meetings and team performance reviews.
- Manage attendance, scheduling, and workforce planning within the team.
- Ensure compliance with all banking, insurance, and regulatory requirements.
- Assist agents in handling complex customer queries and escalations.
- Analyze sales and operational reports to identify trends and improvement opportunities.
- Drive a high-performance culture focused on customer satisfaction and sales excellence.
- Facilitate training sessions and onboarding of new team members.
- Implement strategies to improve conversion rates and overall team effectiveness.
- Foster a positive, professional, and collaborative working environment.
Qualifications
- Matric (Grade 12).
- NQF Level 7 qualification in Business Management, Marketing, Communications, Sales, Insurance, Financial Services, or a related field.
Experience
- Minimum of 3 years' experience in a Team Leader role within a telesales, contact centre, insurance, banking, or financial services environment.
- Proven experience managing sales teams and achieving performance targets.
- Experience in funeral cover, life insurance, or financial products is essential
Required Skills & Competencies
- Strong leadership and people management skills.
- Excellent communication and interpersonal abilities.
- Ability to coach, mentor, and develop team members effectively.
- Strong sales management and performance-driven mindset.
- Exceptional objection-handling and problem-solving skills.
- Ability to motivate teams to consistently exceed targets.
- Strong analytical and reporting skills.
- Excellent conflict resolution and decision-making abilities.
- Professional, confident, and approachable leadership style.
- Strong organizational and time-management skills.
- Proficiency in CRM systems, sales reporting tools, and Microsoft Office applications.
- High levels of integrity, accountability, and professionalism.
Key Performance Indicators (KPIs)
- Team sales target achievement.
- Conversion and policy uptake rates.
- Call quality and compliance scores.
- Team productivity and efficiency metrics.
- Customer satisfaction and service standards.
- Employee engagement and retention.
- Achievement of departmental and business objectives.
Personal Attributes
- Inspirational and results-driven leader.
- Highly motivated and resilient.
- Strong attention to detail.
- Customer-centric approach.
- Ability to work effectively under pressure.
- Positive attitude with excellent relationship-building skills.
- Strong sense of accountability and ownership.