Monday, 8 March 2021

Unit Manager at Britam

Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi. The group offers a wide range of financial products and services in Insurance, Asset management, Banking and Property. Our Mission is to provide outstanding financial services to our customers. Our Vision is to be the most trusted financial service partner. We aim to provide our clients, with an unmatched offering, ensuring first class solutions that help secure the future.

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

  1. Internal Relationships:
    1. Accountable to the Branch Manager
    2. Required to liaise and work closely with the other departments such as training, sales managers
  2. External Relationships:
    1. Britam customers
    2. 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

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The post Unit Manager at Britam is republished from Jobs – Jobs in Kenya – http://jobwebkenya.com/