Job description
Role Overview
Reporting to the GM, Retail Distribution, the incumbent will responsible for recruitment of Sales Unit Managers and Financial Advisors whose role will be to acquire individual life business.
The incumbent will be required to identify markets and facilitate access of these markets by the Financial Advisors recruited.
The incumbent will also be required to deliver on several key performance indicators in respect to individual life business and to submit regular reports regarding the same. They will play a central role managing the performance of the Sales Unit Managers and Financial Advisors in their respective branch.
Key Results Areas
Recruitment and retention of Sales Unit Managers and Financial Advisors
Strategic thinking, identification and organise for events and meetings that will create prospecting platforms for Financial Advisors
Monitor competitor activity and advise the business on opportunities/threats that are presented by such activities.
Acquisition of new individual life clients
Retention of existing clients to ensure commercial viability of existing portfolio
Accurately and timely generate productivity reports
Enforcement of performance management processes as specified by the business
Ensure compliance of the sales force i.e. COP, IRA
Qualifications and experience
Bachelor degree or Diploma is required.
COP Accreditation
3 years’ experience in management of individual life business development
An understanding of Insurance products & processes
Knowledge and Skills
Ability to deliver results when objectives are set
Excellent relationship management skills
Excellent presentation skills
High level of initiative and self-motivation
Good Planner with task and time management proficiency
Ability to work independently while demonstrating excellent team working skills
Good communications skills
Resilience to cope with pressure of working in a fast paced and dynamic environment
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