Job Description
Manage and implement the direct sales business operating model to generate sales and cross sell products in the direct channel to embed an integrated financial services offering for the organization.
Manage and implement the direct sales business operating model
Implement sales plans and pipelines for assigned agents.
Develop and implement contact plans and track productivity.
Support the business to deliver business targets and objectives and create a high performance orientated culture
Accountable for the direct acquisition of sales
Maintain lead to quote
Maintain quote to conversion ratios
Maintain NTU - and cancellation ratios
Manage discount mandates to ensure that profitability targets are achieved
Identify through insights action plans to improve lead, quote and conversion ratios
Manage cost to serve indicators
Facilitate the sharing of best practice across teams to improve sales acquisition.
Driving a high performance sales culture.
Maintain a high level of product knowledge by engaging staff in innovative ways.
On the Job Sales Coaching for employees by having a traceable coaching process.
Manage the resource capacity planning and implementation.
Manage and ensure best practice delivery of customer experience standards nationally.
Ensure adherence to organisational policies, practices and procedures.
Identify solutions to enhance cost effectiveness and increase operational efficiency
Co create and implement business processes and systems to achieve sales targets and improve customer experience
Build and maintain excellent relationships between own team and key internal external stakeholders.
Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
Ensure professional services are provided; where expectations are managed in terms of outcomes.
Implement Quality Assurance findings.
Continuous improvement in product, process and systems to deliver strategic advantage within the market
Ensure process, product and systems optimisation is prioritised in order to deliver targeted strategic advantage.
Establish and promote healthy vertical and horizontal business processes that ensure efficient and effective client delivery within set expectations and agreed performance standards in the area of accountability and the overall optimisation of the value chain.
Ensure statutory and legislative knowledge is always current in order to resolve customer complaints, to advise the business on corrective solutions to mitigate risks and to improve the customer experience whilst complying with governance requirements.
Drive change methodology and ensure implementation across all projects
Ensure project and change initiatives meet objectives on time and on budget by increasing broker, customer or employee adoption and usage
Responsible for implementing change management strategies and plans that maximize employee adoption and usage and minimize resistance to drive faster adoption, higher ultimate utilization of and proficiency with the changes that impact brokers / customers and employees by increasing benefit realization, value creation, ROI and the achievement of results and outcomes.
Provide direct support and coaching to all direct reports.
Ensure cost efficiency through financial and corporate governance
Deliver the allocated part of the operation within agreed budgets, service levels and business targets sales
Contribute to the development and implementation of fit for purpose budgets.
Manage quality people practices
Align own behaviour with the organisation culture and values.
Share and transfer product, process and systems knowledge to colleagues.
Collaborate and work with the HR and IT teams to deliver required service levels.
Actively share information with other team members regarding successes, issues, trends and ideas.
Ensure training and development plans are maintained for all team members
Manage the fair and consistent application of performance management and disciplinary measures as necessary
Skills
Action Planning, Claims Management, Data Compilation, Data Controls, Executing Plans, Financial Auditing, Insurance Claims Investigations, Oral Communications, Policies & Procedures, Typology
Competencies
Builds Effective Teams
Business Insight
Collaborates
Communicates Effectively
Decision Quality
Directs Work
Ensures Accountability
Financial Acumen
Education
NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent (Required)
Closing Date
05 March 2026 , 23:59