Britam – Unit Manager.

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Job purpose

Role holder will be responsible for providing overall leadership to a group of Financial Advisors (unit) as prescribed in Britam to ensure key performance indicators for the unit are met.

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 Financial Advisors.
  • Conducting trainings on company products, processes, sales and soft skills to achieve results.
  • Conduct Field Training with Financial Advisors to ensure hands on approach to sales
  • Performance management and supervision to drive sales across all product lines and meet targets.
  • Provide one-to-one coaching, mentoring and motivation to members of their teams and ensure that they effectively implement strategies and agreed action plans.
  • Market segmentation and opening of markets for 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
  • Performing any other duties as may be assigned by the Branch Manager

Working Relationships
Internal Relationships:
•    Accountable to the Branch Manager
•    Required to liaise and work closely with the other departments such as training, sales managers
External Relationships:
•    Britam customers
•    Insurance sector players

  

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

CLICK TO APPLY

Unposting Date: 30-04-2021

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Britam

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