Credit Life Sales Team Leader

Overview

The purpose of the team leader is to manage and oversee the Credit Life Sales Team which will generate sales opportunities for the rest of business while being responsive, courteous and profession in their dealings with our clients supporting stakeholders clients.

A successful candidate achieves this goal through sharing experiences with the team as a way of developing expertise as a sales organisation; constantly seeking opportunities for the company to expand its customer base and taking responsibility for the sales teams day to day activities, and skills, to optimize team performance to meet minimum sales standards.

Qualification:

• Minimum NQF 4: Grade 12 OR a Tertiary Qualification
• Regulatory Examination Certificate 5 (RE5)
• A Full Qualification in Long-Term Insurance
• Compliance with FAIS Fit & Proper criteria i.e., minimum experience and competency requirements.

Experience and skills required

• Two years in a Call Centre Sales Agent environment with proven record of sales success.
• Outbound Sales Experience in a Call Centre Sales Agent environment with proven record of sales success.
• Extensive experience in the long-term insurance industry, specializing in services and products. Familiarity with credit life products is a distinct advantage.
• Knowledge and comprehension of high-performance based work compliance.
• Ability to review and comprehend large quantities of incoming data where attention to detail is critical.
• Proven track record of Supervisor roles in a call centre environment for 6 months or more

Key Responsibilities

• With regards to the Credit Life Team:
• To effectively offer an opportunity for a quotation for life insurance policies and any other product the company may add from time to time;
• To execute and assist in creating an opportunity for quotations and sales and manage the sales process with skill, knowledge, diligence and integrity.
• To comply with the HOUSE RULES of the Call Centre as determined by management.
• To manage and oversee lead optimization of all leads (referrals, cross sell etc.) in the organisation.
• To accurately identify needs of self-managed staff through reports and listening of calls.
• To understand and train staff to handle objections and overcome them with an appropriate response
• Manage team discipline - Control and manage the team talk time, log in and log out, breaks taken.
• Improve Credit Life sales Effectiveness - Achieving lead to quote, quote to sale objectives.
• Skills and Knowledge and Development Own and other skills development - From time to time assist with coaching and training of fellow teammates.
• To share ideas and insights with the team in pursuit of continuously improving the effectiveness of the sales team.
• Run effective incentives regularly.
• Build team spirit and teamwork.
• Collaborate closely with the data team to optimize lead generation efforts, ensuring robust pipeline management and delivering actionable insights to enhance lead quality and volume

Non-technical skills

• Solid Administration Skills
• Time Management
• Excellent verbal and written communication skills.
• Computer literate.
• Analytical skills.
• Attention to detail.
• Problem-solving.
• Conflict resolution.
• Project Management
• Adaptability to change.
• Stress tolerance.
• Resilience.
• Customer centricity.
• Presentation skills.
• Persuading and influencing.
• Confidence
• Drive and motivation.
• Excellent interpersonal skills.
• Compliance and Rule Orientated
• Highly organised and good time management
• Accuracy and attention to detail is of the utmost importance
• Keen interest to learn and develop in the role.
• Self-starter
• Strong work ethic
• Honesty and integrity
• Ability to cope well under pressure
• Proactive
• Deadline driven

Values

• The Candidate will be expected to operate in line with our company values:
• Passion: We have a strong and barely controllable excitement for life, our work, the people we work with, and for ourselves. Our enthusiasm and positive energy lead to a strong bias toward action and strive for excellence!
• Care: We care deeply for ourselves, the people we work with, our customers, the communities we live in, the country we call home and the planet which hosts us!
• Integrity: We always do the right thing, even when nobody is watching!
• Growth: We always strive to make a positive contribution on our journey to significance! We (us and the business) grow, because our people grow! Our curiosity drives Innovation and our resilience keeps us determined when the going gets tough! We have the courage to make decisions and to have the tough conversations.
• Diversity: We respect and cherish each other and listen to all opinions! We are all unique, which makes the us stronger! Through collaboration, we ensure that the whole is greater than the sum of its parts!