Sales Manager: Cross Sell Operations

5 months ago

Johannesburg, South Africa Sanlam Full time

Who are we?
Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes. What will you do?

**Key Responsibilities and Deliverables**:
Develop and implement sales strategies to achieve sales targets and KPIs.
Manage and motivate a team of sales agents to achieve sales targets and KPIs.
Monitor and analyse sales performance data to identify areas for improvement.
Provide coaching and training to sales agents to improve their performance.
Ensure compliance with company policies and procedures.
Ensure that all sales activities are conducted in accordance with regulatory requirements.
Develop and maintain relationships with key stakeholders.
Prepare reports on sales performance data for senior management.
Participate in the recruitment and selection of new sales agents.
Manage the new business capturing, in line with product terms and conditions and applicable regulations.
Manage the sales leads process
Ensure that Sales targets are met (Quality sales) and manage the leads quality.
Review and approve all new business

Quality monitoring
Ensure that outbound agents adhere to the sales scripts
Ensure quality capturing of all accepted policies on different systems
Achievement on quality audits (% achieved)
Ensure that all processes, procedures and systems are in line with regulatory requirements and that the team are kept up to date with regulatory changes.
Trends will be identified and communicated to management with recommendations as to how to improve / address issues identified

Enabling capacity management
Sufficient staff are available to perform the work
Staff have access to the required enablers to perform their work

Operational work planning and priority setting - delegation of incoming work/ Capacity management
Ensure that work is equally distributed by the team leaders
Ensure effective planning that enables dealing with the workload
Ensure clear and timeous communication to all relevant teams by the team leaders

Operational performance monitoring and reporting
Ensure, with the assistance of team leaders that all key indicators are monitored continuously and deviations addressed timeously
Adherence to Standard operating procedures guides
Adherence to Service level agreements
Achievement of targets (volumes)
Achievement of quality measure targets
Consider alternative measure to accommodate the client and to speed up the process
All communication or actions will be documented
Reporting - weekly and monthly to relevant stakeholders
Accuracy
Timeously What will make you successful in this role?

Qualifications & experience
Grade 12/Matric
diploma/degree - Business Management
RE 1 & RE 5 qualification
2 years’ experience in approving of new business in life/funeral insurance industry
At least 2 years’ experience as a Sales Manager in outbound call centre environment.

Knowledge and skills
Excellent communication and interpersonal skills.
Strong leadership skills.
Ability to motivate and manage a team of sales agents.
Strong analytical skills.
Knowledge of life insurance products and services.
Knowledge of regulatory requirements for the insurance industry.
Computer literacy - MS Office - standard Excel
Exposure to working with capturing / workflow systems
Insurance product knowledge
Knowledge of in-house systems (advantageous)
Verbal and written communication skills is essential

Core Competencies
Cultivates Innovation
Client Focus
Drives results
Meet sales targets
Collaborates
Flexible and Adaptable

Behavioural Competencies
Interpersonal Savvy
Build effective teams
Plans and aligns
Optimises work processes
Promote and enforce the company culture
Personal Attributes Builds effective teams - Contributing independently Decision quality - Contributing independently Directs work - Contributing independently Plans and aligns - Contributing independently Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Turnaround time
The Sanlam Group is committed to achi

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