Unit Manager – Retail Sales Financial Advisor

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 deliverables for the unit are met.
We have oppotunities across our 32 Branches in the following regions;

Nairobi Region
Mt. Kenya Region – Nyeri, Embu, Meru, Murang’a, Nanyuki
Rift Valley Region – Nakuru, Eldoret, Narok, Kitale, Naivasha
Western/ Nyanza Region – Kisumu, Kisii, Bungoma, Kakamega, Kericho
Coast Region – Mombasa, Nyali, Malindi

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
Deliver on performance requirements as defined in the unit key deliverables in alignment to the Branch key deliverables.

Key Performance Measures

Production, Life Persistency & Business Retention, Recruitment& Training and People Management.
As prescribed in the contractual agreement.

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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