Leads Qualifying Team Leader

**Introduction**

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

**Role Purpose**

Responsible for creating sales or leads insight through optimizing opportunities within the leads qualifier to achieve Momentun Life Digital’s Sales target. Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets.

**Requirements**:

- Grade 12 or equivalent qualification (required)
- Diploma in business management or equivalent qualification (required)
- Relevant legislative/regulatory exams or qualifications (required)
- Certified Financial Planner (desired)
- 3-5 years experience in the sales/financial planning within the life insurance industry (required)

**Duties & Responsibilities**

**INTERNAL PROCESS**
- Develop plans to achieve leads targets in line with client centric practices.
- Manage the adherence to operational processes, policies and legislative requirements.
- Develop action plans and initiatives to drive leads and sales, motivate team and improve performance.
- Create sales or leads insight through optimizing opportunities throughout the leads qualifier and sales process.
- Develop insight on the different lead types to ensure the lead convert to a successful sale.
- Effectilvely use different tools, techniques and technologies to ensure sufficient insight is gained to create relevant plans for sale opportunities.
- 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.
- Implement and utilise financial planning techniques within in the different lead types to maximise leads into sales opportunities

**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.

**PEOPLE**
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and Momentum Metropolitan values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Support effective workforce planning practices to ensure that staffing requirements are accurately forecasted.
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.

**FINANCE**
- Give input into the budget for area and implementation of financial regulations..
- Implement and provide feedback on the effectiveness of financial po