Field Sales Team Leader

VACANCY

FIELD SALES TEAM LEADER - 1LIFE

Once Cut Financial Services is currently recruiting
Field Sales Team Leader

(Germiston area)

PURPOSE OF JOB:

People Management

CRITERIA:

· Grade 12 Minimum required qualification

· 1 year experience in FTL

· Sales experience

· Be prepared to travel

· RE5 will be advantageous

ESSENTIAL DUTIES AND RESPONSIBILITIES:

· Ensure that Field Sales Agents clearly understand their targets and meet or exceed sales and leads targets.

· Foster a high performance culture within individual Field Sales Agents.

· Identify problem areas in the performance outputs of various Field Sales Agents and performance manage where necessary.

· Develop and build relationships with stakeholders (worksites).

· Ensure that the team has the operational infrastructure (e.g. stationery, application forms, uniform, name badges, mobile devices, etc.) required to operate efficiently and provide a quality customer experience to all prospective.

· Train and guide Field Sales Agents and to consistently deliver quality customer experiences to existing and prospective clients, in an ever changing field environment.

· Manage resource capacity and recruit Field Sales Agents as and when required to address business needs (minimum 15 Field Sales Agents per team).

· Accountable for scheduling work rosters, monthly venue plans and shift allocations for Field Sales Agents, to ensure sufficient capacity to achieve daily sales and leads targets.

· Monitor the quality of Field Sales Agent interactions with existing and prospective provider clients, and provide training where necessary.

· Lead by example and ensure that Field Sales Agents comply with ONCE CUT FINACIAL SERVICES corporate identity (appropriate and clean uniform, name badges, professional presentation of self, etc.).

· Monitor and analyze Field Sales Agents performance data (sales applications, leads generated, sales quality, productivity, compliance, merchandizing etc.) daily, weekly, and monthly.

· Collect, check, sign-off, deliver sales applications and capture on a daily basis.

· Provide Field Sales Agents with on-the-job coaching & mentoring, and perform QA assessments in order to address skills and knowledge gaps, and to plan for future development needs.

· Identify talented Field Sales Agents with leadership potential to develop this potential for succession planning purposes.

· Hold regular meetings with Field Sales Agents to discuss performance, document these sessions and store individual agent files for accessibility to HR.

· Source sale worksites for Field Sales Agents to work in.

· Submit monthly reports on sales performance for Field Sales Agents vs. Target.

· Assist Field and branch employees with escalated field client queries to ensure that matters are resolved efficiently and effectively.

· Solve problems relating to dispute handling, retrieval of documentation (non-advice disclosure form, agents’ rosters, etc.).

· Identify and report on matters that affect performance and customer experience adversely (sales, administration and claims issues).

· Handle any customer complaints with a win-win philosophy.

· Conduct performance reviews for Field Sales Agents, coach and institute performance counselling if required.

· Understand all processes affecting customer experience, and ensure that the correct processes are followed to deliver the best possible experience for the customer.

· Apply business rules and processes as defined in operational protocols.

· Promote and seek out new clients and generate lists of imminent clients.

· Leads Generation – ensure set targets are achieved daily.

· Sales Generation – ensure that set targets are achieved and ensuring that quality of leads and sales by achieving the required right party contract (RPC).

· Selling one or more types of financial services and insurance products.

· Attending and participating in meetings and sales hurdles.

· Calculating premiums and providing payment plan.

· Explain features, benefits and exclusions of various policies to promote sale of financial services and insurance plans.

· Adhere to the non-advice sell process by ensuring compliance to regulatory requirements and business process/procedures.

APPLICANTS ARE INVITED TO SEND THEIR CV’S TO

vacancies@oncecutfsp.com or
call 083 630 4764 / 071 876 7138

CLOSING DATE

31 May 2022