Team Leader: Sales

Team Leader: Sales


Team Leader: Sales

Details: VISA FREE

Location: Canada & USA
Date:  08-Feb-2023

Team Leader: Sales

Job Requisition Number -121018


Canada & USA

Closing Date

16 Dec 2022

Job Family

Sales And Services

Career Stream


Leadership Pipeline

Manage Others

FAIS Affected

FAIS Affected - Yes

Job Purpose

To optimize sales performance through others in order to grow the client base and make Green Finance more profitable.

Job Responsibilities

  • Ensure that sales targets are met.
  • Drive needs based selling by ensuring sales resources embed learning programmes and ethos.
  • Ensure growth of the main banked client base through direct team by driving cross selling and upselling opportunities.
  • Understand client needs and deliver great client service to ensure client satisfaction.
  • Ensure that clients are acknowledged by sales team and directed upon arrival.
  • Develop relationships with stakeholders through sharing referrals and collaborative check-ins.
  • Build trusting working relationships with subordinates, managers and support departments through regular engagements.
  • Drive successful client engagements through contacting clients for feedback and/ or client/ banker observations.
  • Optimise client flow through effective management of the Day-0 On boarding process.
  • Support the achievement of the business strategy, objectives and values.
  • Achieve business unit goals through capacity management.
  • Manage and track staff performance and apply corrective action where applicable.
  • Stay abreast of developments in field of expertise.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities.
  • Manage staff resources to ensure team efficiency, productivity and full participation.
  • Ensure direct report team deliver world class service by effective use of client experience measurement tools.
  • Allocate and review work to subordinates with clear accountability and take corrective action where necessary.
  • Encourage collaboration and ensure that the team has various networking opportunities with mono-lines and clients.
  • Drive sales initiatives and motivate direct reports to fulfil sales requirements.
  • Motivate and coach sales team to achieve their targets.
  • Ensure direct report team deliver world class service by effective use of client experience measurement tools.
  • Ensure transformational target are met.
  • Contribute to the Green Finance Culture building initiatives.
  • Participate and support corporate responsibility initiatives for the achievement of business strategy.
  • Seek opportunities to improve business processes, models and systems though agile thinking.

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Diploma

Minimum Experience Level

Must have 2 years of experience in a sales and service environment

Preferred Qualification

NQF 6 qualification in Sales and Accounting, FAIS qualification , RE1 exam.

Essential Certifications

  • Fais, Regulatory Examinations, Coaching Accreditation

Technical / Professional Knowledge

  • Business administration and management
  • Change management
  • Client service management
  • Governance, Risk and Controls
  • Relevant regulatory knowledge
  • Service level agreements
  • Staff resource planning
  • Strategic planning
  • Business writing skills
  • Relevant Operating System

Behavioral Competencies

  • Coaching the Sales Team
  • Motivating the Sales Team
  • Aligning and Executing Sales Strategy
  • Building Customer Relationships
  • Driving Successful Customer Engagements
  • Creating a Service Reputation
  • Making Sales Operations Decisions
  • Customer Focus

EE Statement

Preference will be given to candidates from the underrepresented groups

Please contact the Green Finance Recruiting Team at +1 (826) 224 1312

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Green Finance Global Inc.
@Green Finance: We empower your Business to GROW and provide the needed support for a greater reach and meet your desired goal.

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