Team Lead – Saving & Protection

Tameeni·LinkedIn·Riyadh, Saudi Arabia·On-site·1 day ago

About the role

Job Summary

Lead and coach a team of phone advisors responsible for selling Saving & Protection products. Manage the advisory sales journey from lead assignment through policy issuance, while driving sales performance, maintaining service quality, and ensuring compliance with applicable regulations and company policies.

Job Objectives

Drive achievement of Saving & Protection sales targets.
Improve advisor performance through continuous coaching and performance management.
Ensure an efficient sales journey from lead assignment to policy issuance.
Maintain high standards of sales quality, customer experience, and regulatory compliance.

Job

Responsibilities

Sales Performance

Manage the full advisory sales funnel from lead assignment through policy issuance.
Drive team sales targets, conversion rates, and premium performance.
Ensure timely lead contact and consistent customer follow-up.
Conduct regular pipeline reviews and identify opportunities to improve conversion.

Team Leadership & Coaching

Lead and coach a team of 3-5 phone advisors.
Conduct regular 1:1 sessions, live call reviews, and targeted coaching.
Identify performance and skill gaps and develop appropriate improvement actions.
Review lost opportunities and provide actionable feedback to improve closing rates.

Sales Effectiveness

Develop and enhance call scripts, objection-handling guides, and product briefs.
Support advisors in handling customer objections, negotiations, and closing opportunities.
Share customer, product, and market feedback with relevant internal stakeholders.

Quality & Compliance

Ensure advisors follow company policies and applicable financial regulations.
Monitor sales quality and potential mis-selling risks.
Support customer experience and persistency by addressing quality issues and complaints.
Maintain appropriate process discipline across the team.

Reporting