Team Leader Tied-2

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.

• 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 and quote to conversion ratios.
• Maintain NTU and cancellation ratios.
• Manage discount mandates to ensure 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.
• 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.
• Ensure process, product and systems optimisation is prioritised to deliver targeted strategic advantage.
• Establish and promote healthy vertical and horizontal business processes to ensure efficient client delivery.
• Ensure statutory and legislative knowledge is always current.
• Ensure project and change initiatives meet objectives on time and on budget.
• Provide direct support and coaching to all direct reports.
• Deliver the allocated part of the operation within agreed budgets, service levels and business targets.
• Collaborate with HR and IT teams to deliver required service levels.
• 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.

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