Job purpose

The job holder will be responsible for growth of revenues and customer numbers for the branch to meet set annual premium targets for the branch. The role will report to the Branch Manager.

Key responsibilities

1. Secure new business directly or through intermediaries
2. Service existing business and follow up to ensure renewal
3. Maintain excellent customer service to intermediaries and  direct clients
4. Undertake initial underwriting in accordance with set guidelines to ensure sound acceptance of risk.
5. Ensure payment of premiums before policy attaches.
6. Follow up to ensure intermediaries are paid commissions timely and accurately.
7. Recruit new agents, direct clients, new brokers and grow business from Bancassurance partners as per agreed KPI.
8. Train, coach and support new intermediaries to achieve sales targets.
9. Follow and adhere to underwriting guidelines and standards as communicated by Underwriting Manager from time to time
10. Prepare daily sales reports to branch manager and other reports as may be requested by management
11. Guide and assist clients on claims processing
12. Deliver on performance requirements as defined in the strategy map and personal scorecard.

Key Performance Measures

1. Achievement of production targets
2. Customer satisfaction
3. Customer retention
4. Working Relationships
5. Internal Relationships:
6. Accountable to the Branch Manager
7. Required to liaise and work closely with Underwriting, Finance, Claims and other departments as may be necessary

External Relationships:

1. Britam customers
2. Intermediaries (Brokers, Agents & Banks)
3. TIRA and other regulatory institutions
4. Knowledge, experience and qualifications required
5. Knowledge, experience and qualifications required
6. Bachelors’ degree in a business related field
7. Professional qualification in Insurance (CII certificate or equivalent)
8. At least two years’ experience in a similar position
9. Knowledge of Insurance Industry and concepts
10. Knowledge of Insurance regulatory requirements
11. Knowledge of sales and marketing

Essential Competencies

1. Presenting and Communicating Information: Speaks fluently; expresses opinions, information and key points of an argument clearly; presents effectively; responds quickly to others ‘reactions and feedback during conversations; projects credibility.
2. Working with People: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
3. Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; encourages individual responsibility towards the community and the environment; models the organisational values during every day interactions.
4. Analysing: Analyses numerical data and all other sources of information, to break them into component parts, patterns and relationships; probes for further information or greater understanding of a problem; makes rational judgements from the available information and analysis; demonstrates an understanding of how one issue may be part of a much larger system.
5. Planning and Organising: Adhere to and monitor clearly defined objectives; plans activities and projects well in advance and takes account of possible changing circumstances; identifies and organises resources needed to accomplish tasks; manages time effectively; monitors performance against deadlines and milestones.
6. Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; sets and models high standards for quality and quantity. Monitors and maintains quality and productivity. Works in a systematic methodical and orderly way. Consistently achieves projects goals.

Job purpose

Role holder will be responsible for recruitment and management of Independent Financial Advisors (IFA) as prescribed in Britam as well as ensure key performance indicators for the unit are met.  This role will report to the Head of Retail Independent Financial Advisors (IFA).

Key responsibilities

1. Drive the achievement of the revenue budget for the Unit with a key focus on Ordinary Life and Investment Linked products.
2. Contribute to Single Distribution business model of selling all lines of products as per agreed targets.
3. Select, recruit and train sales force on products, prospecting, closing and persistency.
4. Recruit, train, and mentor the Independent Financial Advisors in your team.
5. Inspire and motivate the sales team to achieve a successful sales career and a high-performance culture
6. Train and motivate the sales force in providing appropriate financial solutions to prospective clients
7. Prepare and submit daily, weekly and monthly production performance reports
8. Monitor and maintain policies persistency though efficient customer service and retention
9. Identify and grow new markets, grow the existing ones and guard them from competition.
10. Ensure business is conducted in an ethical manner with zero tolerance to fraud.
11. Grow and defend Britam’s market share position.
12. Formulate and implement strategies that ensure IFA’s are well versed with Britam products
13. Establish and implement strategies to increase sales, lower costs, and obtain greater efficiency.
14. Ensure the IFAs adheres to Britam Credit Policy and all other policies and guidelines.
15. Protect and safeguard the company against reputational and financial risks

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 sales training and Retail Sales Executives

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

1. A business related degree is a minimum requirement or its equivalent
2. Minimum 3 years’ experience in Life Insurance Unit Management added advantage
3. Relevant professional qualifications in COP. However, certification or proof of study in ACII, AIIK or CIM will be an added advantage.
4. Excellent leadership, communication and interpersonal skills
5. Above average computer skills

Job purpose

Role holder will be responsible for recruitment and management of Independent Financial Advisors (IFA) as prescribed in Britam as well as ensure key performance indicators for the unit are met.  This role will report to the Head of Retail Independent Financial Advisors (IFA).

Key responsibilities

1. Drive the achievement of the revenue budget for the Unit with a key focus on Ordinary Life and Investment Linked products.
2. Contribute to Single Distribution business model of selling all lines of products as per agreed targets.
3. Select, recruit and train sales force on products, prospecting, closing and persistency.
4. Recruit, train, and mentor the Independent Financial Advisors in your team.
5. Inspire and motivate the sales team to achieve a successful sales career and a high-performance culture
6. Train and motivate the sales force in providing appropriate financial solutions to prospective clients
7. Prepare and submit daily, weekly and monthly production performance reports
8. Monitor and maintain policies persistency though efficient customer service and retention
9. Identify and grow new markets, grow the existing ones and guard them from competition.
10. Ensure business is conducted in an ethical manner with zero tolerance to fraud.
11. Grow and defend Britam’s market share position.
12. Formulate and implement strategies that ensure IFA’s are well versed with Britam products
13. Establish and implement strategies to increase sales, lower costs, and obtain greater efficiency.
14. Ensure the IFAs adheres to Britam Credit Policy and all other policies and guidelines.
15. Protect and safeguard the company against reputational and financial risks

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 sales training and Retail Sales Executives

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

1. A business related degree is a minimum requirement or its equivalent
2. Minimum 3 years’ experience in Life Insurance Unit Management added advantage
3. Relevant professional qualifications in COP. However, certification or proof of study in ACII, AIIK or CIM will be an added advantage.
4. Excellent leadership, communication and interpersonal skills
5. Above average computer skills

Job purpose

Role holder will be responsible for recruitment and management of Independent Financial Advisors (IFA) as prescribed in Britam as well as ensure key performance indicators for the unit are met.  This role will report to the Head of Retail Independent Financial Advisors (IFA).

Key responsibilities

1. Drive the achievement of the revenue budget for the Unit with a key focus on Ordinary Life and Investment Linked products.
2. Contribute to Single Distribution business model of selling all lines of products as per agreed targets.
3. Select, recruit and train sales force on products, prospecting, closing and persistency.
4. Recruit, train, and mentor the Independent Financial Advisors in your team.
5. Inspire and motivate the sales team to achieve a successful sales career and a high-performance culture
6. Train and motivate the sales force in providing appropriate financial solutions to prospective clients
7. Prepare and submit daily, weekly and monthly production performance reports
8. Monitor and maintain policies persistency though efficient customer service and retention
9. Identify and grow new markets, grow the existing ones and guard them from competition.
10. Ensure business is conducted in an ethical manner with zero tolerance to fraud.
11. Grow and defend Britam’s market share position.
12. Formulate and implement strategies that ensure IFA’s are well versed with Britam products
13. Establish and implement strategies to increase sales, lower costs, and obtain greater efficiency.
14. Ensure the IFAs adheres to Britam Credit Policy and all other policies and guidelines.
15. Protect and safeguard the company against reputational and financial risks

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 sales training and Retail Sales Executives

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

1. A business related degree is a minimum requirement or its equivalent
2. Minimum 3 years’ experience in Life Insurance Unit Management added advantage
3. Relevant professional qualifications in COP. However, certification or proof of study in ACII, AIIK or CIM will be an added advantage.
4. Excellent leadership, communication and interpersonal skills
5. Above average computer skills