Team Leader DFA Tied
Core
Manage and implement the direct sales business operating model to generate sales and cross-sell products in the direct channel for an integrated financial services offering.
Role type
Team Leader, Direct Sales
Builds
Direct sales business operating model and sales pipelines
Domain
Financial Services / Insurance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Sales plan implementation, Contact plan development, Lead to quote management, Quote to conversion optimization, NTU and cancellation ratio management, Discount mandate management, Cost to serve analysis, Sales coaching, Resource capacity planning, Customer experience standards enforcement, Process optimization, Change management, Budget delivery, Performance management
Preferred skills
Short Term insurance experience, Virtual management of resources
Technologies
None stated
Responsibilities
Implement sales plans and pipelines for assigned agents, Develop and implement contact plans and track productivity, Support the business to deliver business targets and objectives, Accountable for the direct acquisition of sales, Maintain lead to quote and quote to conversion ratios, Manage discount mandates to ensure profitability targets are achieved, Identify action plans to improve lead, quote and conversion ratios, Manage cost to serve indicators, Facilitate the sharing of best practice across teams, Drive a high performance sales culture, Maintain a high level of product knowledge, On the Job Sales Coaching for employees, Manage resource capacity planning and implementation, Ensure best practice delivery of customer experience standards, Identify solutions to enhance cost effectiveness and increase operational efficiency, Co create and implement business processes and systems to achieve sales targets, Build and maintain excellent relationships between own team and key internal external stakeholders, Implement Quality Assurance findings, Ensure process, product and systems optimisation is prioritised, Establish and promote healthy vertical and horizontal business processes, Ensure statutory and legislative knowledge is always current, Drive change methodology and ensure implementation across all projects, Provide direct support and coaching to all direct reports, Deliver the allocated part of the operation within agreed budgets, service levels and business targets sales, Manage the fair and consistent application of performance management and disciplinary measures
Seniority
Mid-level Manager