Team Manager: Client Centric Sales at Momentum Metropolitan Holdings Limited

Role Purpose    

• The Direct Sales Team Manager is responsible for leading a team of insurance sales advisers who engage directly with clients through digital platforms, inbound/outbound calls, and online lead generation. This role is pivotal in driving revenue growth, improving customer acquisition, and ensuring a seamless digital sales experience.

Requirements    

• Minimum 1–2 years in a leadership role within a direct/digital insurance sales environment.
• Proven track record in meeting or exceeding sales targets.
• FAIS-compliant with relevant credits and/or tertiary qualification.
• Experience with CRM systems (e.g., Salesforce, HubSpot) and digital sales tools.
• Management or leadership training (completed or in progress) is advantageous

Duties & Responsibilities    
Sales Strategy & Execution

• Develop and implement direct sales strategies aligned with business goals.
• Manage daily operations of the sales team, ensuring productivity and target achievement.
• Optimize lead conversion through CRM tools, call scripts, and digital engagement techniques.
• Collaborate with marketing to align campaigns with sales efforts.

Team Leadership & Development

• Recruit, train, and mentor a team of high-performing sales advisers.
• Conduct regular coaching sessions, performance reviews, and skills development workshops.
• Foster a culture of accountability, motivation, and continuous improvement.

Digital Sales Enablement

• Leverage digital tools (e.g., CRM, diallers, chatbots, email automation) to streamline the sales process.
• Monitor digital KPIs such as click-to-call rates, lead response time, and online conversion rates.
• Provide feedback to product and tech teams to improve digital sales journeys.

Client Experience & Compliance

• Ensure a client-centric approach in all interactions.
• Monitor quality assurance and compliance with FAIS and other regulatory frameworks.
• Resolve escalated client issues and ensure high satisfaction levels.

Competencies required

• Strong leadership and coaching ability.
• Deep understanding of digital sales funnels and client behaviour.
• Analytical mindset with the ability to interpret sales data and trends.
• Excellent communication and interpersonal skills.

Deadline:30th July,2025