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Sales Lead

  • Full Time, onsite
  • Oona Insurance Philippines
  • Cagayan De Oro City, Philippines
Salary undisclosed

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As a Sales Leader/Sales Officer (Bancassurance, Agency, Brokers, and Other Distribution Channels), you will be responsible for overseeing our branch office's efficient and effective operation. You will play a crucial role in managing the branch's day-to-day activities, ensuring customer satisfaction, and achieving business objectives. This role requires strong leadership, excellent communication skills, and a deep understanding of our organization's products, services, and goals.

KEY RESPONSIBILITIES

1. Branch Operations Management:

  • Supervise and manage all branch activities to ensure smooth operations.
  • Develop and implement operational policies and procedures.
  • Monitor and evaluate branch performance against established targets and take corrective actions when necessary.
  • Ensure compliance with company policies, industry regulations, and legal requirements.

2. Team Leadership:

  • Recruit, train, and develop a high-performing branch team.
  • Provide guidance, coaching, and support to staff members.
  • Foster a positive work environment that encourages teamwork, collaboration, and employee growth.
  • Conduct regular performance evaluations and goal-setting for team members.

3. Customer Relationship Management:

  • Build and maintain strong relationships with existing and potential intermediaries and customers.
  • Address customer inquiries, complaints, and concerns in a timely and effective manner.
  • Identify opportunities to enhance customer satisfaction and loyalty.
  • Monitor customer feedback and implement improvements as needed.

4. Sales and Business Development:

  • Develop and execute strategies to achieve branch sales targets and revenue goals in all sales channels (Bancassurance, Agency, Brokers, and Other Distribution Channels).
  • Recruit productive agents.
  • Identify market trends, customer needs, and competitive intelligence to drive business growth.
  • Work closely with the sales team to identify new business opportunities and expand the customer base.
  • Develop and maintain partnerships with key clients and stakeholders.

5. Financial Management:

  • Prepare and manage the branch budget, ensuring cost-effectiveness and profitability.
  • Monitor financial performance, analyze variances, and take corrective actions as necessary.
  • Ensure accurate financial reporting and compliance with accounting standards.

6. Risk Management:

  • Identify and mitigate risks related to branch operations, compliance, and security.
  • Implement and enforce security protocols and safety measures.
  • Report incidents and maintain incident response procedures.

QUALIFICATIONS:

  • Bachelor's degree in Business Administration, Management, or a related field (Master's degree preferred).
  • Proven experience in a leadership role, preferably in branch management or a related field.
  • Strong understanding of the industry, products, and services offered by the organization.
  • Excellent leadership, communication, and interpersonal skills.
  • Proficiency in financial analysis and budget management.
  • Ability to make strategic decisions and drive results.
  • Knowledge of relevant regulations and compliance requirements.
  • Customer-focused mindset with a commitment to delivering exceptional service.
  • Strong problem-solving and decision-making abilities.
  • Computer literacy and familiarity with relevant software applications.
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