Job Objective:
- Responsible for overseeing sales operations, meeting targets and managing the sales teams within his/her area.
- Upskill and motivate Advisors and Business Managers towards effectively implementing sales strategies for retail insurance sales.
Responsibilities:
- Analyse and interpret financial statements and sales data.
- Achieve growth and hit sales targets by successfully managing the sales team whilst meeting other key performance indicators set out per year.
- Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs.
- Identify and source new channels for recruitment and engagement of Advisors.
- Supervise includes coaching and mentoring, train, motivate and develop Advisors/Business Managers.
- Formulate sales strategies for life and health insurance products and achieve set sales targets.
- Review Business Managers sales reports to establish trends and identify areas of improvement.
- Identify viable sales strategies to be implemented by Business Managers.
- Manage and maintain weekly, monthly and all required sales reports.
- Identify trends in Retail business and proactively advise Group Head on potential actions to take.
- Identify and escalate actual and/or potential operational and administrative issues to the Group Head.
- Assist in identifying required resources and personnel to achieve the revenue budget of the Group.
- Presentation of the Area performance at the Monthly Divisional MPR, QBR & Budget meetings.
- Seek approval for accepting/processing transactions when required.
- Negotiate rates with underwriters when required.
Education/ Professional Qualification:
- Bachelor’s degree in any field from a reputable tertiary institution
- Professional qualifications i.e. CII, CIIN or other of similar equivalence will be an advantage
Experience:
- Minimum 8 years’ experience in Financial Services of which 4 years’ should be in the Insurance Business Underwriting, Sales or Operations
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