Sales manager
Momentum
Total des années d'expérience :17 years, 8 Mois
- Team Building and motivation
o Organise monthly incentive for advisors
- Leave planning
o Make sure that should there be any leave that it is planned and that targets will be achieved
o Make sure leave is approved 2 days after last day of the month
- Career development Planning
o Set out targets for individual development
- Performance Evaluation
o Monthly one-on-one’s
o PBS follow up session
- Counselling
o Informal
- On the Job training
o Observation of telephone calls
o Assist on the call
o Tape training
o Coaching
Operational Management
- Target setting
o Monthly targets
• Sales
• Quotes
• Premium
• Conversion
• Salary
- Quality Audits
o 2 Audits per advisors over 95%
- Liaison with brokers and Agents
o Broker List
• Call broker on monthly basis and manage relationships
• Discuss stats (Broker Conversion)
- Client and broker queries
o Handle queries - Departmental
o Load mandates
- Scheduling of shifts
o Lunch/Saturday rosters
- Chair of Weekly Team Meetings
o Monday
• Strategy meeting
o Wednesday
• Team meeting
- Attending weekly Departmental management meetings
• Report to management with stats
Administrative Management
- Daily target tracking
• Amend tracker and email to team
- Weekly targets
• Present and discuss in meetings
- Compilation to Monthly Reports and submission to management
• Every second Friday of new month
- Submission of daily, weekly and monthly statistics and graphs on sales performance
finsihed my fiinal year in school with an average of 73% out of 6 subjects with 3 being business subjects.