Job Description
To support the sales team by managing administrative tasks and ensuring the smooth execution of sales operations. Responsible for coordinating sales activities, maintaining accurate records, preparing reports, and facilitating communication between internal departments and clients. By providing efficient administrative support, helps drive sales performance and contributes to overall customer satisfaction.
- To apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
- Identify and escalate potential risks which may lead to increased costs.
- Adhere to standards and procedures and identify process improvements to reduce costs.
- Drive and increase an average balance of a specific portfolio of assets.
- Identify and utilise opportunities for net income return growth.
- Identify and utilise opportunities for liability growth.
- Achieve the Net Income Return for the Business.
- Drive an increase in average balance of specific portfolio of liabilities.
- Contribute to client service delivery culture through adherence to approved organisational service delivery principles.
- Resolve customer dissatisfaction/complaints by taking ownership of the problem.
- Deliver exceptional service adhering to relevant SLA agreements and offering appropriate solutions.
Campaign Management:
- Lead volume management.
- Campaign analysis including the presentation of findings.
- Listen to calls to identify gaps and have a better understanding if the Campaigns are working (feedback to SSMs).
- Update significant events (Take note of inefficiencies and address where required)
- Ensuring Teams use correct scripting
- Month End Campaign Reporting for Pillars/Product House
- Incentive campaign report
Stakeholder Management:
- Weekly/monthly collaboration sessions with operations teams
- Briefing of campaigns to operations teams as well as QA
- New campaign debriefs after 1 week to get feedback for TL’s and agents and pass this feedback to PH and subsegment.
- Facilitation of Stakeholder product and value prop training sessions
- Weekly and Monthly stakeholder meetings
Events and Communications:
- Assisting with event management – awards ceremonies, incentives, marathon days
- Assisting with communications for events, incentives
Dialler administration:
- Campaign set up for new campaigns
- Configure dialling modes (predictive, progressive, preview)
- Apply dialling strategies to improve contact rates
- Allocate advisor teams, skills, and queues within the dialler
- Manage advisor status issues or dialler login problems
- Ensure minimal downtime and maximum productivity.
- Deletion of leads
- Suspending / unsuspending campaigns
- Changing CLI
- Monitor live performance dashboards
Sales Coaching:
Sales Coach Responsibilities
A Sales Coach plays a key role in developing high‑performing sales teams by improving skills, boosting motivation, and driving consistent results. Core responsibilities typically include:
1. Coaching & Development
- Conduct one‑on‑one coaching sessions to build sales skills, product knowledge and confidence.
- Provide actionable feedback based on call listening, performance data, and observed behaviours.
- Identify individual skill gaps and create personalized development plans.
2. Performance Monitoring
- Track daily, weekly, and monthly sales performance metrics.
- Analyse trends to identify strengths, weaknesses, and opportunities for improvement.
- Monitor advisors’ KPIs to ensure targets and quality standards are met.
3. Training & Upskilling
- Facilitate training on sales techniques, objection handling, compliance, and soft skills.
- Introduce new sales strategies or campaign updates to the team.
4. Call listening
- Participate in call listening sessions so that some notes can be learned from colleagues.
5. Motivation & Engagement
- Inspire and energize the team to meet daily and weekly targets.
- Foster a positive, supportive environment that encourages collaboration and learning.
6. Sales Strategy Support
- Support with planning sprints, incentives, and performance‑boosting activities.
7. Administrative Responsibilities
- Document coaching sessions, feedback, and progress reports.
- Maintain training schedules and follow up on development commitments.
Important Closing Date Note
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
24/03/26
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.