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ActiveQuote Global Reach, Dunleavey Drive Cardiff South Wales CF11 0SN 0800 862 0373

Sales Team Leader

Job Scope:

Reporting to the Head of Sales, demonstrating strong leadership and coaching ability to drive and enhance the performance of the team to achieve agreed targets. 

Strong people management skills required to engage, motivate and manage the team to achieve individual and team objectives, proactively driving quality targets (sales, KPIs, SLAs) for each individual and the collective team.

Acting as a role model to the team and peers, leading by example and promoting AQ values and behaviours at all times.

Responsibilities and Duties:

o Manage and lead a team effectively to achieve department, team and individual goals.
o Effectively manage performance in line with company scheme and values, reviewing performance regularly, provide ongoing feedback, agreeing objectives and encouraging development of all direct reports as well as dealing with any capability and conduct issues appropriately.
o Motivating others and contributing to the creation of a positive environment at all times, encouraging those around you to do the same.
o Gaining and maintaining a comprehensive knowledge of products, markets and competitors, sharing this with team members to ensure best advice is always given to customers.
o Offering regular coaching reviews to develop competency, confidence and commitment, ensuing development needs are identified and supported and correct recommendations are made
o Holding regular team meetings to communicate business changes and partnership performance, gather and provide constructive feedback and encourage teamwork
o Ensuring team members adhere to the Lead Charter, treating each lead as valuable and monitoring contact attempt rates via dashboard performance, reporting and coaching
o Ensuring maximum levels of service and optimising chance of winning and retaining business by ensuring all team members tasks are completed on time each day
o Supporting the recruitment and selection process, ensuring all new recruits have the required knowledge, skills, attitude and ‘fit’ the required standards of the role
o Dealing with any customer issues that are escalated to above advisor level both throughout the sales process and after business becomes ‘won’
o Working in partnership with other members of the management team, ensuring all actions are aligned with overall business goals and strategy.
o Liaising with insurers to deal with complex issues, arrange training and product updates and ensure ongoing positive relationships.
o Provide regularly and accurate management reports to the Head of Sales to evidence performance and progress against individual, team and department goals.
o Taking additional responsibilities as and when required by your manager.
o Working within a quality framework to ensure full compliance in line with FCA guidelines and legislation completing Fact Finds and compliance notes and linking the demands and needs gained from the Fact Find when making your policy recommendations.
o Contribute to, and follow at all times, the firm’s policy on Treating Customers Fairly and be a role model for the ActiveValues.

Education, Qualifications & Training:

o Minimum of 5 GCSEs including Math’s and English at grade C or above (Essential)
o CII Certificate in Insurance (prepared to work towards)

Previous Experience:

o Managing teams to deliver exceptional customer experience and meet targets (sales, KPIs, SLAs) (essential)
o A proven track record of managing teams to deliver personal and business targets against sales, compliance and customer satisfaction in a pressurised environment.
o A background in people management, performance development and coaching.
o Experience within a highly regulated, customer focused environment, ideally financial services.


o Regulatory environment and requirements (essential)
o Development and Coaching Techniques (essential)
o General Insurance Products and Processes (desirable)


o Demonstrates the ActiveValues at all times and is seen as a role model by others.
o A strong work ethic with a focus on delivering business results in a team based environment.
o Effective interpersonal and influencing skills required together with good organisation and the ability to adapt to the changing needs of the business.
o Ability to work under pressure and to a very high quality standard
o Personable, with a collaborative leadership style, calm and collective under pressure.
o Clear focus on quality and ensuring quality standards are met
o Excellent administration skills and methodical in their approach
o Attention to detail with a high level of accuracy
o Excellent written and verbal communication skills with the ability to adopt to the audience
o Pro-active and self-motivated

Specific requirements for the role:

o Able to work 37.5hrs per week on a flexible basis.
o Normal business hours are between 9am - 8pm Mon-Thurs, 9am – 5.30pm Friday, 10am - 2pm Sat
o As we are regulated by the FCA we are unable to take applications from anyone with a history of bankruptcy, IVAs or CCJs.

What we're offering:

o Competitive salary.
o 32 days holiday per year (inclusive of bank holidays).
o Full ongoing training will be provided.
o Good location with excellent transport links.
o A hard working but fun and lively atmosphere with opportunities to develop within the business.
o Company Benefits include: Income Protection, Private Medical Insurance, Pension Plan, Enhanced Maternity and Paternity Package and Buy Additional Leave Scheme.

To apply, please send your CV to