Sales Manager: Funeral at 1 Life Insurance

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 Job Description

• Provide coaching to team members to develop their skills.

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
• Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.

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

• Provide technical guidance when required to monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

Requirements

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential)
• FAIS recognized qualification or Wealth Management Qualification (Essential);
• RE 5 (Essential)

General Experience

• 3 or more years experience in a sales call centre environment (Essential);
• Managerial Experience 2 or more years experience supervising and directing people (Essential)