Job PurposeResponsible for sales of all lines of business products within the branch catchment. The role holder will be the responsible for branch activities.Key Responsibilities
Co-ordinate and supervise sales of all line of Business products (through cross selling activities);
Overall responsible for branch profitability;
Meet the various revenue targets for all product lines as agreed with the businesses;
Manage franchise and maintain excellent relations with independent Agents, Financial Advisors, brokers and other channels within their territory;
Ensure branch can serve clients of all lines of business and provide excellent customer service to existing customers and prospective clients;
Recruit and develop Financial Advisors, Unit Managers, and train various intermediaries to pursue sales of all line of business products;
Ensure each branch can serve clients of all Line of Businesses i.e. branch has cross functional operations and customer service capabilities
Gather marketing intelligence statistics to facilitate development of strategies to give the company a competitive advantage;
Responsible for ensure proper credit control management in the branch; and
General management and administration of the branch office.
Key Performance MeasuresSTRATEGIC PERSPECTIVE
Total Revenue (per client)
# Products (per client)
Branch Profitability
Customer Satisfaction Index
Key Talent Retention
Persistency levels
INITIATIVES PERSPECTIVE
Success of Single Distribution within the region & branch
OPERATIONAL PERSPECTIVE
% of employees achieving targets
% FA training plans executed
% processes re-engineered to serve the customers
% audit recommendations implemented
% FAs trained on all product lines
Revenue per FA
% Retention of high performing FAs
Working RelationshipsInternal Relationships
Responsible for staff working under this position
Required to liaise and work closely with the other staff members in Commercial and other Business Units
External Relationships
Britam customers
Insurance sector players
Financial sector players
Bachelor’s Degree in a business related degree. Masters’ degree is an added advantage.
5-7 years’ experience in a similar position; 2-3 of which should be in a managerial capacity.
Professional qualification in Insurance (ACII, FLMI or AIIK).
