Primary Responsibilities
Driving Sales: Focus on generating new business life insurance sales through designated bank partner branches, ensuring both quality and quantity.
Financial Consultation: Conduct financial talks with prospective clients to understand their needs and propose suitable insurance plans.
Business Processing: Sign off on all new business received from bank partners, ensuring smooth underwriting processes and compliance with company standards.
Customer Service: Assist with premium collection and promptly resolve customer queries and complaints to ensure customer satisfaction.
Relationship Building: Foster productive relationships to expand the pool of prospective clients through networking, cold calling, and referrals.
Needs Assessment: Evaluate the financial status and needs of individual and business customers, proposing tailored protection plans.
Reporting: Keep the line manager informed of daily production activities and attend relevant training sessions as required.
Person Specifications
Academic Qualification:
Bachelor’s degree in Business Administration/Marketing/Insurance or equivalent. Diploma in Insurance or related field from a recognized institution.
Professional Qualification: Certificate and Diploma in Insurance from AllK/ACII or equivalent.Qualification in COP/ECOP
Experience:
Minimum of one (1) year relevant experience in Sales.
Skills and Attributes:
Possess all necessary licenses required by Law and/or Regulation.
Proven track record as a Bancassurance Sales Representative or relevant role.
Ability to provide competent guidance and seek expert advice when needed.
Strong goal-oriented approach.
Experience in delivering client-focused solutions and building long-lasting relationships.
If you meet the qualifications and are enthusiastic about this opportunity, please submit your detailed curriculum vitae to agencyvacancies@sanlam.co.ke by the closing date of 15th February 2024. Please mention your preferred location and county in the email subject. Only shortlisted candidates will be contacted
Apply via :
agencyvacancies@sanlam.co.ke
