Financial Services Sales Team Leader

SUMMARY:
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POSITION INFO:
Financial Services Sales Team Leader The Financial Services Sales Team Leader is responsible for leading, motivating, coaching, and managing a team of banking sales consultants within a high-performance call centre environment. The role focuses on achieving sales targets, ensuring compliance with banking regulations, improving customer experience, and driving overall team productivity and performance.   Key Responsibilities Team Leadership & Management Lead, motivate, and manage a team of sales agents within a banking campaign. Conduct daily team huddles, coaching sessions, and performance reviews. Monitor attendance, punctuality, and adherence to schedules. Foster a positive and performance-driven team culture. Manage employee engagement and morale initiatives. Sales Performance Management Drive achievement of sales targets, conversion rates, and revenue objectives. Monitor individual and team KPI performance daily. Implement action plans to improve underperformance. Analyse sales reports and identify improvement opportunities. Ensure consistent pipeline management and follow-up activities. Coaching & Development Provide ongoing coaching, mentoring, and product knowledge support. Conduct call listening sessions and quality feedback. Identify training needs and collaborate with training teams. Support new hire onboarding and nesting processes. Develop future top-performing sales consultants. Quality Assurance & Compliance Ensure all sales activities comply with banking regulations, FAIS requirements, POPIA, and company policies. Monitor call quality and script adherence. Ensure accurate capturing of customer information and documentation. Reduce compliance risks and customer complaints. Reporting & Administration Prepare daily, weekly, and monthly performance reports. Track sales metrics, productivity, and quality scores. Maintain accurate records of coaching and disciplinary actions. Provide operational feedback and recommendations to management.   Minimum Requirements Qualifications Matric \/ Grade 12 (Essential) Clear crim and credit (Essential) Experience Minimum 2–3 years’ experience as a Team Leader in a Financial Services call centre environment. Banking or financial services sales experience is essential. Proven track record of managing successful sales teams. Experience in outbound sales campaigns.