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)