Manager: Personal Lines Sales
8 hours ago
In this job you will lead, coach, and develop a high-performing Personal Lines sales team that consistently meets growth targets, delivers compliant client advice, and drives exceptional client experiences in line
with IntegriSure's values of Heart, Proactive, and Integrity.
Duties & responsibilities
Sales Leadership
Drive achievement of monthly and annual sales and quality targets across the Personal Lines team.
Manage performance proactively through coaching, one-on-ones, and structured feedback.
Oversee the full sales process. From lead allocation to conversion, to ensure efficiency and compliance.
Translate strategy into daily, actionable sales activities that improve conversion and retention.
Team Management & Coaching
Motivate and develop Advisors through continuous learning, feedback, and skill development.
Embed a coaching culture where success is measurable, feedback is welcomed, and accountability is
clear.
Lead by example in ethical sales conduct and adherence to FAIS and TCF principles.
Conduct performance discussions, implement development plans, and manage underperformance
constructively.
Operational Excellence
Partner with IT, HR, QA and Learning & Development to enable the team with systems, tools, and training.
Monitor productivity and capacity to ensure resources are optimally deployed.
Generate and analyse daily, weekly, and monthly performance reports for trends, opportunities, and
interventions.
Manage escalations and ensure client queries are resolved swiftly and professionally.
Client Experience
Champion the client perspective within the team—every sale must feel like good advice.
Ensure high CSI results and client retention through consistent service excellence.
Identify opportunities to improve client experience and team performance simultaneously.
Reporting and Insights
Produce accurate and timely daily, weekly, and monthly sales reports.
Analyse conversion trends, pipeline activity, and performance gaps to inform strategy.
Translate data into actionable insights that improve sales effectiveness and service delivery.
Present performance feedback to management with clear recommendations for optimisation.
Continuous Improvement and Innovation
Identify process and system improvements that enhance conversion, efficiency, and client satisfaction.
Champion innovation by testing and embedding new sales techniques, tools, and communication
approaches.
Encourage a learning mindset within the team — seeking smarter, faster, and more client-centric ways of
working.
Collaborate across departments to implement initiatives that streamline the end-to-end sales experience.
Required competencies
Education and Experience
Matric (essential)
FAIS-compliant (essential)
RE5 (essential)
KI (essential)
Minimum 3 years' experience leading a sales team within personal lines short-term insurance
Proven record of achieving or exceeding sales and quality targets
Up to date with current CPD cycle
Skills and attributes
Strong leadership and coaching capability
Strategic, data-driven thinker with operational discipline
Excellent communication and listening skills
Goal-oriented and persistent under pressure
Flexible and adaptable to changing business demands
Strong ethical compass with client-centric decision-making
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