Job Description
Job purpose
Role holder will be responsible for providing overall leadership to a group of Financial Advisors (unit) as prescribed in Britam to ensure key performance indicators for the unit are met.
Key responsibilities
Sales planning that achieves the set goals and objectives.
Selling of Life Products and other company products as targets prescribe.
Quality recruitment, selection and retention of productive Financial Advisors.
Conducting trainings on company products, processes, sales and soft skills to achieve results.
Conduct Field Training with Financial Advisors to ensure hands on approach to sales
Performance management and supervision to drive sales across all product lines and meet targets.
Provide one-to-one coaching, mentoring and motivation to members of their teams and ensure that they effectively implement strategies and agreed action plans.
Market segmentation and opening of markets for financial advisors to secure business.
Meeting the set persistency levels of life business and retention targets for other lines of business.
Providing effective customer service to both prospective and existing customers
Preparing sales and other management reports as required from time to time
Performing any other duties as may be assigned by the Branch Manager
Working Relationships
Internal Relationships:
Accountable to the Branch Manager
Required to liaise and work closely with the other departments such as training, sales managers
External Relationships:
Britam customers
Insurance sector players
Knowledge, experience and qualifications required:
A business related degree is a minimum requirement or its equivalent
Minimum 3 years’ experience in Life Insurance Unit Management added advantage
Relevant professional qualifications in COP. However, certification or proof of study in ACII, AIIK or CIM will be an added advantage.
Excellent leadership, communication and interpersonal skills
Above average computer skills
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