Britam – Retail Corporate Sales Executive -Ordinary Life & Investment Linked Products.

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Retail Corporate Sales Executive -Ordinary Life & Investment Linked Products  (22000012)

Job Purpose:

Responsible for growth of Individual life and investment-linked business to meet annual business targets

Key responsibilities

  • Acquire individual life and investment-linked business by identifying and exploiting business opportunities 
  • Preparation of investment-linked quotations 
  • Make investment-linked presentations to prospective clients 
  • Develop and maintaining good working relationships with Financial Advisors 
  • Delivering good customer service by responding swiftly to queries and concerns from Financial Advisors and clients 
  • Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors’ products
  • Participate in introducing and promoting new products  
  • Prepare weekly reports as required 
  • Regular training of Financial Advisors 
  • Credit control management of Group Life debtors   
  • Participate in formulation of operating plans within the department
  • Liaise internally with other members of the team to ensure effective and efficient execution of client’s requests
  • Perform any other duties as may be assigned from time to time

Knowledge, experience and qualifications required

  • Bachelors’ degree in a business-related field
  • Professional qualification in Insurance (ACII, AIIK)
  • 2-4 years’ relevant experience in the insurance industry

Technical/ Functional competencies

  • Knowledge of insurance regulatory requirements
  • Knowledge of insurance products
  • Sales and marketing management skills


Unposting Date: 06-05-2022





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