Telesure Investment Holdings (Pty) Ltd (TIH), is the holding company of some of
\nSouth Africa\u2019s leading financial long and short term insurance providers. Our
\nportfolio includes South Africa\u2019s most loved and recognisable brands such as 1st
\nfor Women, Auto & General, Budget, Dialdirect, Virseker and 1Life. Employee
\nBenefits Administration via our Hippo Advisory Services, which includes health
\ninsurance, provident fund and group life administration. Hippo is South Africa’s
\nfirst comparison website and compares insurance, other personal finance
\nproducts, travel, health, money, travel, cars from a range of South African
\nbrands. We\u2019re pioneers with a hunger for the best, bringing customer-focused
\ninnovation and service excellence to the financial services industry. We\u2019re an
\nundivided team of diverse thinkers and doers who believe in leading through
\ntechnology and pushing beyond limits.<\/p>\n
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Job Title: Team Lead: Sales-KZN<\/strong> Job Summary:<\/strong> Operations Management:<\/strong> Performance Management:<\/strong> Customer Management (External):<\/strong> Operational Compliance:<\/strong> Leadership and Direction:<\/strong> Capability Building:<\/strong> Customer Relationship Management (CRM) Data:<\/strong> Work Scheduling and Allocation:<\/strong> Personal Capability Building:<\/strong> Direct Sales:<\/strong> Learning and Talent Development:<\/strong> Customer Service Delivery:<\/strong> Verbal and written Communication:<\/strong> Action Planning and Work Scheduling:<\/strong> Compliance:<\/strong> Computer and System skills:<\/strong> Customer and Market Analysis:<\/strong> Reporting:<\/strong> Requirements:<\/strong> 5 or more years sales experience (Essential); SAQA Accredited Equivalent – It is the onus of the applicant to provide TIH and
\nLocation:<\/strong> Durban, KwaZulu-Natal, South Africa
\nReference #:<\/strong> TLS\/KZN
\nContract Type:<\/strong> Permanent
\nSalary:<\/strong> Market Related<\/p>\n
\nThe Team Lead: Sales will be responsible for connecting with the customer and consultant, conducting needs analysis and propose
\nsolutions and benefits to the customer and consultant. They need a solid knowledge
\nof products, their characteristics, and market as well as focus on growth of the
\nbrand. They also need to ensure consultants are performing against targets, while reviewing their
\nperformance and coaching them to do so to assist in achieving the required
\nsales and operational results.<\/p>\n
\nProvide operational support services and sometimes act as first-line supervisor
\nof a transactional operations area. Involves using existing systems and
\nprotocols.<\/p>\n
\nDevelop and propose own performance objectives; take appropriate actions to
\nensure achievement of agreed objectives, using the organization’s performance
\nmanagement systems to improve personal performance.
\nManage and report on team performance; set appropriate performance
\nobjectives for direct reports or project \/ account team members and hold them
\naccountable for achieving these, taking appropriate corrective action where
\nnecessary to ensure the achievement of team \/ personal objectives.<\/p>\n
\nHelp manage clients by carrying out standard activities and providing support to
\nothers.
\nManage customer queries and complaints and resolve these, referring complex
\nissues to others and ensuring that the customer receives an appropriate
\nresponse.<\/p>\n
\nIdentify, within the team, instances of non-compliance with the organization’s
\npolicies and procedures and\/or relevant regulatory codes and codes of conduct,
\nreporting these and escalating issues as appropriate.<\/p>\n
\nExplain the local action plan to support team members in their understanding of
\nwhat needs to be done and and how this relates to the broader business plan
\nand the organization’s strategy, mission and vision; motivate people to achieve
\nlocal business goals.<\/p>\n
\nUse the organization’s formal development framework to identify the team’s
\nindividual development needs. Plan and implement actions to build their
\ncapabilities. Provide training or coaching in own area of expertise to enable
\nothers to improve performance and fulfill personal potential.<\/p>\n
\nMonitor team members’ use of the customer relationship management system,
\nidentifying and resolving standard issues and escalating these to a senior
\nmanager as appropriate.
\nInsights and Reporting
\nExtract and combine data to generate standard reports.
\nIdentify gaps and suggest improvements to achieve targets and goals.<\/p>\n
\nDevelop short- or medium-term work schedules in order to achieve planned
\ncommitments. Approve overtime or use additional resources as needed.<\/p>\n
\nKeep abreast with current changes in internal policies and procedures, external
\nregulations which is facilitated by the online training system and tracked by a
\nformal assessment.
\nKeep up to date with business products and keep abreast of changes in the
\ninsurance industry, including competitor products.
\nGain or maintain external professional accreditation where relevant to improve
\nperformance and fulfill personal potential. Maintain an understanding of relevant
\ntechnology, and industry best practices through ongoing education, attending
\nconferences, and reading specialist media.<\/p>\n
\nProvide guidance when required to maximize the volume and value of direct
\nsales.<\/p>\n
\nProactive development of employees. Identify and motivate employees to learn,
\ngrow and develop so that they can obtain the knowledge and experience they
\nneed to help the organization reach its goals.<\/p>\n
\nUse comprehensive knowledge and skills while guiding and training others on
\nmeeting high customer service standards.<\/p>\n
\nApply comprehensive knowledge while providing guidance and training to others
\nto use clear and effective verbal and written communication skills to express
\nideas, request actions and formulate plans or policies.
\nProficient in any of the South African languages, in addition to English.<\/p>\n
\nProvide guidance when required to develop appropriate plans or perform
\nnecessary actions based on recommendations and requirements.<\/p>\n
\nProvide guidance when required to achieve full compliance with applicable rules and regulations in management and\/or operations.
\nPolicy and procedures
\nProvide guidance when required to monitor, interpret and understand policies
\nand procedures, while making sure they match objectives.<\/p>\n
\nSupport business processes by understanding and effectively using standard
\noffice equipment and standard software packages, while providing technical
\nguidance as needed.
\nAS 400.; Apollo.; IEX.; Datanet\/POM Dialer.; Nice.; Proficient in MS Office..<\/p>\n
\nConduct research and analyzes data in order to develop a comprehensive
\nunderstanding of customer and market conditions that enables maximum return
\non investments.
\nKnowledge of competitors.<\/p>\n
\nCreate relevant, lucid and effective reports.<\/p>\n
\nMatric \/ Grade 12 or SAQA Accredited Equivalent (Essential);
\nRegulatory Exam5, dependent on DOFA date (Essential);
\nFull 150 STI credits, dependent on DOFA date (Essential);
\nCPD hours(Essential);
\nClass of Business Certificate (Advantageous);
\nDegree and\/or diploma in business\/marketing(Advantageous)<\/p>\n
\nExperience in Financial Services
\nIndustry (Advantageous)
\nManagerial Experience
\n3 or more years sales experience in a leadership role (Essential)<\/p>\n
\nits subsidiaries with certified evidence that their qualification(s) meet the
\nequivalent NQF level required for this role at time of application. As a registered
\nFinancial Service Provider, we are mandated to ensure that all our
\nrepresentatives are and remain fit and proper at all times. By applying for this
\nrole, you consent to having your relevant qualification and or accreditation or
\nconfirm that you are working towards meeting the competency requirements.
\nYou further consent to the relevant information being verified<\/p>\n