Team Leader Tied - Cape Town

In brief

**Overview** This role at Old Mutual in Cape Town is for a Team Leader in the Tied Sales channel. The primary objective is to manage and implement a direct sales business operating model, aiming to generate sales and cross-sell products to embed an integrated financial services offering for the organisation. It involves leading a team to achieve business targets, maintain high performance, ensure exceptional customer experience, and drive continuous improvement within the direct sales environment. **What you will do** Your responsibilities as Team Leader will encompass: * **Managing and implementing the direct sales business operating model:** This includes implementing sales plans and pipelines for assigned agents, developing and tracking contact plans, supporting the business in delivering targets, creating a high-performance culture, and taking accountability for direct sales acquisition. You will be responsible for maintaining lead-to-quote, quote-to-conversion, NTU, and cancellation ratios, managing discount mandates for profitability, identifying action plans to improve ratios through insights, managing cost-to-serve indicators, facilitating best practice sharing, driving a high-performance sales culture, maintaining product knowledge, providing on-the-job sales coaching, and managing resource capacity planning. * **Managing and ensuring best practice delivery of customer experience standards nationally:** This involves ensuring adherence to organisational policies and procedures, identifying solutions for cost-effectiveness and operational efficiency, co-creating and implementing business processes and systems for sales targets and improved customer experience, building and maintaining relationships with stakeholders, contributing to a service culture, ensuring professional service provision with managed expectations, and implementing Quality Assurance findings. * **Driving continuous improvement in product, process and systems:** You will ensure optimisation is prioritised to deliver strategic advantage, establish healthy vertical and horizontal business processes for efficient client delivery, and keep statutory and legislative knowledge current to resolve complaints, advise on solutions, mitigate risks, improve customer experience, and ensure governance compliance. * **Driving change methodology and implementation across all projects:** This entails ensuring project and change initiatives meet objectives on time and on budget by increasing adoption, implementing change management strategies to maximise employee/customer adoption and minimise resistance, and providing direct support and coaching to all direct reports. * **Ensuring cost efficiency through financial and corporate governance:** You will deliver the allocated part of the operation within agreed budgets, service levels, and business targets, and contribute to the development and implementation of fit-for-purpose budgets. * **Managing quality people practices:** This includes aligning your behaviour with the organisation's culture and values, sharing knowledge with colleagues, collaborating with HR and IT, actively sharing information within the team, ensuring training and development plans are maintained for team members, and managing the fair and consistent application of performance management and disciplinary measures. **Requirements (from the original advert)** The following are non-negotiable: * Reliable vehicle * Valid driver's license * Willingness to prospect, network, and build a client base * Strong character, resilience, work ethic, coachability, and accountability Regarding RE and Fit & Proper Requirements: * Candidates must be fit and proper, or have 12 months or more remaining before their RE deadline to be considered for appointment. * Candidates with less than 12 months remaining must engage the FSCA and obtain an extension. * Formal confirmation of an approved extension will be required for reconsideration. People management experience will be beneficial. Required Skills: * Action Planning * Claims Management * Data Compilation * Data Controls * Executing Plans * Financial Auditing * Insurance Claims Investigations * Oral Communications * Policies & Procedures * Typology Required Competencies: * Builds Effective Teams * Business Insight * Collaborates * Communicates Effectively * Decision Quality * Directs Work * Ensures Accountability * Financial Acumen Required Education: * NQF Level 7 - Degree, Advanced Diploma or Postgraduate Certificate or equivalent. **Who should apply** This role is ideal for a proactive and resilient individual with a strong work ethic who is accountable, coachable, and possesses strong character. The candidate should be driven by a willingness to prospect, network, and build a client base, focused on achieving and exceeding business targets within a high-performance sales culture. They should be a capable leader, ideally with people management experience (beneficial), who can drive change, optimise processes, ensure customer experience standards, and uphold financial and corporate governance. A commitment to continuous improvement, knowledge sharing, and fostering positive team dynamics is essential. **Deadline** 22 October 2026, 23:59 **Reference** Original posting: https://www.myjobmag.co.za/job/team-leader-tied-cape-town-old-mutual Source: myjobmag

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