Team Lead – Saving & Protection

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.

• 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.

• 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.

• 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.

• 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.

• 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.

• Track team performance, conversion, premium, and pipeline results.
• Provide regular performance updates and relevant market insights to management.

• Bachelor’s degree or diploma in Business Administration, Marketing, Finance, or a related field.

• IFCE certification is preferred.

• 3–5 years of relevant experience in advisory or sales roles covering investments, protection, savings, or unit-linked products.
• Minimum 1 year of experience as a Team Lead, Supervisor, or Senior Advisor with coaching responsibilities.
• Experience within banking, insurance, or financial services.

• Sales team leadership and performance management.
• Coaching and people development.
• Knowledge of Saving & Protection products.
• Sales pipeline and CRM management.
• Customer relationship management.
• Negotiation and closing skills.
• Strong communication and presentation skills.
• Performance analysis and reporting.
• Knowledge of financial sales compliance requirements.

• Saudi National.