Job Description

Responsibilities
Leadership and Direction
Explain the action plan to support the sales agents in their understanding of
what needs to be done and and how this relates to the broader business plan
and the organization's strategy, mission and vision; motivate people to achieve
business goals.
Performance Management
Monitor the performance of the team; allocate work and review completion, take
appropriate corrective action to ensure timeliness and quality; contribute to
formal individual performance management and appraisal.
Organizational Capability Building
Use the organization's formal development framework to identify the team's
individual development needs. Plan and implement actions to build their
capabilities. Provide training or coaching to others throughout the organization in
own area of expertise to enable others to improve performance and fulfill
personal potential.
Customer Relationship Management (CRM) Data
Ensure that the sales agents maintain up-to-date customer relationship
management data, identifying and resolving issues.
Operational Compliance
Identify, within the team, instances of non-compliance with the organization's
policies and procedures and/or relevant regulatory codes and codes of conduct,
reporting these and escalating issues as appropriate.
Personal Capability Building
Maintain an understanding of accreditation, external regulation, and industry
best practices through ongoing assessments, training and education.
Data Collection & Analysis
Collate and analyze data using pre-set tools, methods and formats. Involves
working independently.
TECHNICAL COMPETENCIES Verbal Communication
Apply comprehensive knowledge and provide guidance and training to others on
how to use clear and effective verbal communications skills to express ideas,
request actions and formulate plans or policies.
Action Planning
Provide technical guidance when required to develop appropriate plans or
perform necessary actions based on recommendations and requirements.
Planning and Organizing
Plan, organize, prioritize and oversee activities to efficiently meet business
objectives. Provide technical guidance when required.
Computer skills
Support business processes and understand and effectively use standard office
equipment and standard software packages, while providing technical guidance
as needed.
Microsoft Office Suite
Sales Planning and Coordination
Work with guidance to plan and coordinate effective sales campaigns and
related initiatives to achieve the best possible returns.
Policy and Regulation
Work with guidance to interpret and apply knowledge of laws, regulations and
policies in area of expertise.
Policy and procedures
Provides technical guidance when required to monitor, interpret and understand
policies and procedures, while making sure they match organizational strategies
and objectives.
BE UNSTOPPABLE
Must have Non Negotiable:
EDUCATION

• Grade 12/ SAQA Accredited Equivalent (Essential)
• FAIS recognized qualification or Wealth Management Qualification (Essential)
• RE 5 (Essential)
• Degree/Diploma in Business Management (Advantageous)

EXPERIENCE

• 3 or more years experience in a sales call centre environment (Essential)
• 2 years Long-term Insurance experience (Essential)
• 2 years managing and or leading a team of agents

Managerial Experience

• 3 or more years experience supervising and directing people (Essential)