Financial Services Sales Team Leader

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.

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