Team Leader: Sales

Team Leader: Sales

Job Requisition Number -121018

Location

Canada & USA

Closing Date

16 Dec 2022

Job Family

Career Stream

Leadership Pipeline

FAIS Affected

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

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

Technical / Professional Knowledge

Behavioral Competencies

EE Statement

Preference will be given to candidates from the underrepresented groups

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