Purpose of the Role

The Sales Affiliates Team Manager is responsible for leading, coaching, and managing a team of Affiliate Sales Agents who convert affiliate-generated leads into insurance sales. The role focuses on driving sales performance, ensuring exceptional customer experience, maintaining operational excellence, and strengthening relationships with affiliate partners.
The incumbent will oversee the effective handling of inbound and outbound sales engagements, monitor service and sales quality standards, ensure compliance with regulatory requirements, and support the achievement of business growth objectives through affiliate distribution channels.

Overview of Role Responsibilities (Level 1-13)

Sell Customer Propositions- Level 5 - Application
Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.

Performance Management- Level 5 - Application
Respond to personal objectives and use performance management systems to improve personal performance; or monitor the performance of the team, allocate work and review completion, take appropriate corrective action to ensure timeliness and quality, and contribute to formal individual performance management and appraisal.

Organizational Capability Building- Level 5 - Application
Provide coaching to team members to develop their skills.

Sales Pipeline and Forecast- Level 5 - Application
Maintain an accurate representation of sales pipelines and forecast within the organization's established systems.

Leadership and Direction- Level 5 - Application
Explain the local action plan, to support team members in their understanding of what needs to be done, and how this relates to the broader business plan and the organization's strategy, mission, and vision; motivate people to achieve local business goals.

Sales- Level 5 - Application
Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.

Required Skills

Initiates Compelling Sales Conversations - Fully Competent
Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.

Knows the Buying Influences - Fully Competent
Works with full competence to accurately identify and understand the key buying influences pertaining to an opportunity. Typically works without supervision and may provide technical guidance.

Builds Rapport - Fully Competent
Works with full competence to quickly and effectively establish trust within the buying centers in the client's organization. Typically works without supervision and may provide technical guidance.

Direct Sales - Fully Competent
Works with full competence to maximize the volume and value of sales made directly with clients and accounts. Typically works without supervision and may provide technical guidance.

Manages Resistance - Fully Competent
Works with full competence to identify, address, and navigate opposition or reluctance effectively, fostering a collaborative environment and facilitating positive outcomes in the face of resistance. Typically works without supervision and may provide technical guidance.

Negotiates Strategically/Tactically - Fully Competent
Works with full competence to facilitate the commercial details of an opportunity such that both parties are satisfied with the value gained. Typically works without supervision and may provide technical guidance.

Minimum Requirements

Minimum Qualification

• Grade 12 / Standard 10 / NQF 4
• Tertiary qualification / NQF 5
• RE5 Certificate (as per DOFA date)
• STI FAIS credits (as per DOFA date)

Minimum Experience 

• A minimum of 1 to 5 years sales experience in a call centre
• Previous team management experience in a call centre
• Short-term insurance experience in a call centre 

Required Behavioural Competencies