Team Leader - Sales

Introduction

At  SA Home Loans , we’re more than a financial services provider, we’re a purpose-driven organisation committed to changing lives by making homeownership possible for more South Africans. As a specialist, non-bank mortgage provider, we combine innovation, transparency, and a client-first approach to deliver tailored home financing solutions that truly make a difference.

Join a team that is passionate about empowering people, driven by excellence, and dedicated to creating an amazing customer experience at every step of the homeownership journey.

The Team Leader Central Sales is a high-impact role designed to drive revenue growth while maintaining operational excellence. Your primary objective is to provide the strategic structure and tactical support necessary to exceed sales targets while ensuring a seamless, world-class client journey from lead to finalization.

Duties & Responsibilities

Performance Management

• Drive performance management and accountability.

• Identify consultants' development areas and implement improvement plans.

• Empower consultants to take ownership of their performance and pipeline.

• Provide ongoing training, coaching, motivation, and support.

• Conduct weekly team meetings and performance discussion

Operational Management

• Ensure effective daily management and visibility of the consultant pipeline to drive activity and conversion.

• Support consultants with motivations and interventions to maximise application success.

• Ensure all client complaints are managed professionally, recorded in the Complaints Register, and resolved with clear, actionable outcomes.

• Monitor real-time adherence, ensuring consultants comply with scheduled working hours, breaks, lunches, and login requirements.

• Track quality and compliance performance through QA scorecards, call audits, and operational reporting.

• Meet weekly with QA to review trends, address recurring issues, and implement corrective actions.

• Assist consultants in identifying and generating lead referral opportunities.

• Support deal capture and ITC extraction processes.

• Liaise with internal departments to expedite applications and remove process bottlenecks.

• Assist with motivating declined applications and identifying alternative solutions where possible.

• Assist with resolving client complaints and complex customer queries requiring management intervention.

• Monitor Lead Trackers, RatherChat, and Rate My Service.

• Facilitate calibration sessions with relevant stakeholders.

• Liaise with QA to ensure regular call listening and LOA call assessments.

• Support consultants with deal capture, complex deal structuring, and operational queries.

• Manage escalations relating to New Business, Valuations, and Credit.

• Monitor daily consultant activity through screen reviews and productivity tracking.

Reporting

• Prepare and distribute weekly performance updates and key operational figures.

• Compile and analyse the weekly NTU (Not Taken Up) report, identifying trends and required actions.

• Monitor and report on applications received, submitted, approved, and LOAs, reporting metrics.

• Prepare, maintain, and review the monthly Balanced Scorecard (BSC) to track team and individual performance against key performance indicators .

Technical & Strategic Support

• Deal Structuring: Assist in deal structuring, motivating declined files, and assisting with applications that consultants are uncertain about.

• Registration pipeline escalations. Manage registration pipeline to ensure seamless FICA verification and avoiding bottlenecks and delays in lodgement.

Governance and Compliance

• Ensure team is compliant with regulatory, legislative, and internal policy requirements.

• LOA call monitoring and flagging of non compliance.

• Promote adherence to the company’s Code of Ethics, values, and the “Amazing Service” culture.

• Manage behaviors that protect and enhance the company’s reputation and brand.

Systems and Process Management

• Review and maintain complaints registers (internal and external) and implement corrective actions.

• Lead continuous process improvement initiatives to enhance efficiency, client satisfaction, and compliance.

Desired Experience & Qualification

Minimum Education Qualification

· Matric / Grade 12 / National Senior Certificate

Minimum Experience

• 2 to 3 years’ internal sales experience in the financial services industry or any related industry

Competencies

Technical Competencies

• Strong commercial acumen

• Project coordination and delivery

• Analytical and problem-solving ability

• Intermediate Microsoft Office and Excel proficiency

• Quality and service orientation

• Negotiation and influencing skills

Behavioural Competencies

• Excellent communication and relationship-building skills

• Participative and empowering leadership style

• Accountability and ethical conduct

• Adaptability and openness to change

• Proactive and results-driven mindset

• Ability to work independently and under pressure

Interested?

If you haven't heard from us within 14 days of applying, please note that your application was unfortunately not successful on this occasion.