Team Lead - Sales Company at Telesure Investment Holdings (TIH)

Connect with the customer and consultant, conduct needs analysis and propose solutions and benefits to the customer and consultant. Need a solid knowledge of products, their characteristics, and market as well as focus on growth of the
brand. Ensure consultants are performing against targets, while reviewing their performance and coaching them to do so to assist in achieving the required sales and operational results.

Specification

• Operations Management
• Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
• Performance Management
• Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance.
• Manage and report on team performance; set appropriate performance objectives for direct reports or project / account team members and hold them accountable for achieving these, taking appropriate corrective action where necessary to ensure the achievement of team / personal objectives.
• Customer Management (External)
• Help manage clients by carrying out standard activities and providing support to others.
• Manage customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.
• 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.
• Leadership and Direction
• Explain the local action plan to support team members 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 local business goals.
• 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 in own area of expertise to enable others to improve performance and fulfill personal potential.
• Customer Relationship Management (CRM) Data
• Monitor team members' use of the customer relationship management system, identifying and resolving standard issues and escalating these to a senior manager as appropriate.
• Insights and Reporting
• Extract and combine data to generate standard reports.
• Identify gaps and suggest improvements to achieve targets and goals
• Work Scheduling and Allocation
• Develop short- or medium-term work schedules in order to achieve planned commitments.
• Approve overtime or use additional resources as needed.
• Personal Capability Building
• Keep abreast with current changes in internal policies and procedures, external
• regulations which is facilitated by the online training system and tracked by a
• formal assessment.
• Keep up to date with business products and keep abreast of changes in the insurance industry, including competitor products.
• Gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential.
• Maintain an understanding of relevant technology, and industry best practices through ongoing education, attending conferences, and reading specialist media.
• Direct Sales
• Provide guidance when required to maximize the volume and value of direct
• sales.
• Learning and Talent Development
• Proactive development of employees. Identify and motivate employees to learn,
• grow and develop so that they can obtain the knowledge and experience they
• need to help the organization reach its goals.
• Customer Service Delivery
• Use comprehensive knowledge and skills while guiding and training others on
• meeting high customer service standards.
• Verbal and written Communication
• Apply comprehensive knowledge while providing guidance and training to others
• to use clear and effective verbal and written communication skills to express
• ideas, request actions and formulate plans or policies.
• Proficient in any of the South African languages, in addition to English.
• Action Planning and Work Scheduling
• Provide guidance when required to develop appropriate plans or perform
• necessary actions based on recommendations and requirements.
• Compliance
• Provide guidance when required to achieve full compliance with applicable rules and regulations in management and/or operations
• Policy and procedures
• Provide guidance when required to monitor, interpret and understand policies
• and procedures, while making sure they match objectives.
• Computer and System skills
• Support business processes by understanding and effectively using standard
• office equipment and standard software packages, while providing technical
• guidance as needed.
• AS 400.; Apollo.; IEX.; Datanet/POM Dialer.; Nice.; Proficient in MS Office..
• Customer and Market Analysis
• Conduct research and analyzes data in order to develop a comprehensive
• understanding of customer and market conditions that enables maximum return
• on investments.
• Knowledge of competitors.
• Reporting
• Create relevant, lucid and effective reports.

Requirements

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential); Regulatory Exam
• 5, dependent on DOFA date (Essential);
• Full 150 STI credits, dependent on DOFA date (Essential); CPD hours
• (Essential); Class of Business Certificate (Advantageous); Degree and/or
• diploma in business/marketing
• (Advantageous)