Job purpose
Role holder will be responsible for providing overall leadership to a group of Independent Financial Advisors (unit) as prescribed in Britam to ensure key performance indicators for the unit are met. This role will report to the Head of Retail Independent Financial Advisors (IFA).
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 Independent Financial Advisors.
Conducting trainings on company products, processes, sales and soft skills to achieve results.
Assist Independent Financial Advisors with on-boarding for creation in the system
Relationship building through networking and engagement with Independent Financial Advisors to identify their needs and provide appropriate support
Provide one-to-one coaching, mentoring and motivation to IFA’s and their agency members and ensure that they effectively implement strategies and agreed action plans.
Market segmentation and assisting Independent 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.
Working Relationships
Internal Relationships:
Accountable to the Head of Retail Independent Financial Advisors
Required to liaise and work closely with the other departments such as training, sales managers
External Relationships:
Britam customers
Insurance sector players
Key Performance Measures
Production, Life Persistency & Business Retention, Recruitment & Training and People Management
As prescribed in the contractual agreement
Knowledge, experience and qualifications required
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
go to method of application »
Use the link(s) below to apply on company website.
Apply via :
