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.
Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
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 and Analysis Collate and analyze data using pre-set tools, methods and formats. Involves working independently.
SKILLS 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
General Education Grade 12 / SAQA Accredited Equivalent (Essential) FAIS recognized qualification or Wealth Management Qualification (Essential)
RE 5 (Essential)
Degree / Diploma in Business Management (Advantageous)
General Experience 3 or more years experience in a sales call centre environment (Essential)
2 years Long-term Insurance experience (Essential)
Managerial Experience 3 or more years experience supervising and directing people (Essential)
SAQA Accredited Equivalent - It is the onus of the applicant to provide TIH and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application.
As a registered Financial Service Provider, we are mandated to ensure that all our representatives are and remain fit and proper at all times.
By applying for this role, you consent to having your relevant qualification and or accreditation or confirm that you are working towards meeting the competency requirements.
You further consent to the relevant information being verified.