Role Purpose

Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets

Experience:

• 3-5 years experience in a sales environment (essential)
• 2-3 years experience for the rendering of financial advice, as required by relevant regulatory body (essential)
• 1-2 years managerial experience (desirable)

Formal qualifications

• Grade 12 or equivalent qualifcation
• Diploma in business management or equivalent qualification
• Relevant legislative/regulatory exams or qualifications
• Specific licensing or registration: Certified Financial Planner

Skills:

• Interpersonal skills
• Relationship building and networking skills
• Communication skills
• Computer skills
• Negotiation skills
• Planning and organising skills
• Analytical skills
• Knowledge of the financial services industry
• Knowledge of relevant legislation
• Relevant product and process knowledge (Class of Business knowledge)
• Knowledge of the sales process and cycle

Duties & Responsibilities

• Develop plans to achieve sales targets in line with client centric practices.
• Manage the adherence to operational processes, policies and legislative requirements.
• Develop action plans and initiatives to drive sales, motivate team and improve performance.
• Communicate and implement approved team targets within area of responsibility.
• Implement action plans to achieve sales targets and business goals.
• Effectively manage all day-to-day team activities and escalations.
• Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance and quality of calls.
• Regularly assess team members’ performance against targets and implement actions to increase performance.
• Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
• Maintain effective and efficient record keeping on the relevant system.
• Conduct regular engagement with team members in order to cascade information and team objectives.
• Cultivate and manage working relationships with a variety of stakeholders.
• Analyse, identify trends and report on team performance and productivity.
• Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
• Implement measures to address non-performance within the team.
• Identify operational efficiencies and make recommendations for improvement.

CLIENT

• Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
• Provide regular reports on delivery of services.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

Competencies

• Adopting Practical Approaches: Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense.
• Interacting with People: Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.
• Convincing People: Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others.
• Making Decisions: Is determined and decides on actions; willingly assumes responsibility; is definitive and stands by own decisions.
• Empowering Individuals: Motivates individuals by empowering them; seeks to inspire people and groups; gives encouragement to others.
• Resolving Conflict: Is comfortable calming upset people; handles angry individuals well; is focused on resolving conflict and arguments.
• Team Working: Works participatively with others; is democratic and encourages team contributions; collaboratively involves others in decision making.
• Seizing Opportunities: Identifies business opportunities; creates additional sales for future growth; wants to win and outperform competitors.