Job Purpose:
Responsible for growth of Individual life and investment-linked business to meet annual business targets
Key responsibilities
Acquire individual life and investment-linked business by identifying and exploiting business opportunities
Preparation of investment-linked quotations
Make investment-linked presentations to prospective clients
Develop and maintaining good working relationships with Financial Advisors
Delivering good customer service by responding swiftly to queries and concerns from Financial Advisors and clients
Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors’ products
Participate in introducing and promoting new products
Prepare weekly reports as required
Regular training of Financial Advisors
Credit control management of Group Life debtors
Participate in formulation of operating plans within the department
Liaise internally with other members of the team to ensure effective and efficient execution of client’s requests
Perform any other duties as may be assigned from time to time
Knowledge, experience and qualifications required
Bachelors’ degree in a business-related field
Professional qualification in Insurance (ACII, AIIK)
2-4 years’ relevant experience in the insurance industry
Technical/ Functional competencies
Knowledge of insurance regulatory requirements
Knowledge of insurance products
Sales and marketing management skills
Apply via :
britam.taleo.net
