Job Purpose:
The
role holder will be responsible for supporting managing bank partners’ regional
relationships, to ensure that the company achieves its corporate goals in terms
of growth, profitability, customer service and the regional revenue targets as
set. Also, to implement sales plans/actions.
Key responsibilities:
Sales
Management and Support
- Ensures All Britam Products cross-selling takes place in new and
existing business across all bank partners.
- Support to implement plans and new innovative sales tactics for
banca Retail Life sales for our agreed partners.
- Identifies gaps/anomalies and develops ideas to rectify and improve
performance by way of monitoring performance in line with set out targets.
- Assists in the implementation and repositioning of new product
initiatives.
- Ensure that renewal business retention targets are met as per the
different set parameters.
- Provides timely feedback to their supervisor on queries/complaints
and sales statistics.
- Advises and shares best practices, tactics, and action plans with
bank partners to close sales gaps
- Provide quotations as and when required by the client’s/ bank
partners within set out time frames.
- Acquire and retain profitable businesses in line with acceptable
loss ratios.
- Ensure premium payment for all closed sales are within the company’s
set credit control policy.
- Adhere to regulatory/ compliance and internal procedures regarding
bancassurance businesses.
- Ensure maintenance of a healthy sales pipeline that supports new
business on boarding.
- Ensure timely preparation of required presentations, sales pitches,
and product write-ups.
Relationship
building & sales management.
- Builds, maintains, and sustains business relationships with the
regional bank partners’ teams, Business development officers, Credit
officers, Relationship Managers and Direct Sales teams.
- Active management of relationships with all bank branch staff to
ensure smooth running of the distribution channels in delivering targets.
Integrate well with all members of the team into a harmonious unit committed to the team vision and direction within the team (Intra-team).
Reporting
- Ensure that stipulated reports are prepared and shared within the
agreed timelines and in the format stipulated.
- Ensure that monthly expense reports are prepared and submitted
within the stipulated processes and procedures.
Knowledge, experience, and
qualifications required:
- Bachelor’s degree in business-related degree
- Relevant years of experience will be an added advantage.
- Builds and maintains strong business relationships.
- Proven sales track record in the financial services industry,
especially insurance
- Professional insurance/sales/marketing qualification is an added
advantage.
- Highly organised, independent, and able to prioritise tasks.
- Must be flexible, self-motivated, and team-oriented
How to Apply
