Micaela Levy

Consistently exceeded sales targets through strategic renewals, upsells, and client success initiatives. Managed high-value client portfolios across multiple international regions, driving loyalty and retention. Acted as second-in-command, coaching team members, mentoring juniors, and optimizing team performance. Utilized CRM platforms to track customer lifecycles, support upselling, and inform retention strategies. Ensured full audit compliance while overseeing operational duties, issue escalation, and cross-functional coordination.

Sole sales agent in the Cape Town office, managing B2B and B2C sales, retention, and account servicing. Prospected and secured new business through cold-calling, door-to-door outreach, and outbound email campaigns. Maintained client relationships, ensured service delivery, and implemented retention strategies. Worked closely with the sales manager to adapt to a fast-changing operational environment.

Managed outbound B2B and B2C lead generation and qualification. Built CRM workflows and improved messaging in collaboration with Marketing.

Led up to 3 sales teams (12-15 agents each), driving performance across multiple campaigns and product lines. Conducted performance coaching, reviews, and training to ensure KPIs, compliance, and quality benchmarks were consistently met. Streamlined operations and implemented real-time coaching strategies that improved team efficiency by 20%. Strengthened internal collaboration across departments to enhance customer service and retention outcomes. Took ownership of team management, addressing underperformance proactively and cultivating a culture of accountability.

Temporarily appointed to oversee 7 team leaders and 150+ agents during a critical leadership gap. Managed sales delivery across 10 brand portfolios, ensuring target alignment, compliance, and service consistency. Produced performance reports, conducted appraisals, and resolved escalated issues across operations and HR. Coordinated closely with stakeholders to maintain productivity, morale, and campaign execution under pressure.

Delivered persuasive product presentations over the phone, consistently exceeding sales targets by up to 50% through effective negotiation and solution-based selling. Maintained strict compliance with data privacy and company protocols, accurately managing sensitive customer and sales information in CRM systems. Handled customer objections and complaints with professionalism and empathy, contributing to increased customer satisfaction and retention. Surpassed outbound call volume benchmarks while supporting promotional campaigns and contributing to the launch of new product lines. Participated in regular team meetings, sharing sales strategies and collaborating to drive overall brand performance and goal alignment.

Appointed on a fixed-term contract to promote retirement annuities and tax-free savings portfolios to existing clients. Achieved 20%-50% above quota through personalised consultations and solution-based product recommendations. Maintained 95%+ audit compliance and ensured accurate documentation under FAIS Fit & Proper requirements. Participated in national campaigns and shared knowledge to uplift team morale and improve sales consistency.

Conducted high-volume outbound calls to existing and potential customers to promote tailored product offerings across diverse portfolios. Successfully met and exceeded daily and monthly sales targets through persuasive communication and solution-based selling. Handled customer objections professionally, maintained a calm and service-oriented tone, and secured contract sign-ups. Maintained 90%+ compliance audit scores while adhering to industry regulations and internal quality standards. Contributed to overall team sales rankings and developed foundational skills that led to later promotions into leadership roles. Gained early experience in using CRM tools to document interactions, follow up with leads, and support campaign tracking.