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.
Number of Openings: 4
Job purpose
Role holder will be responsible for providing overall leadership to a group of Independent Financial Advisors (unit) as prescribed in Britam to ensure key performance indicators for the unit are met. This role will report to the Head of Retail Independent Financial Advisors (IFA).
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 Independent Financial Advisors.
- Conducting trainings on company products, processes, sales and soft skills to achieve results.
- Assist Independent Financial Advisors with on-boarding for creation in the system
- Relationship building through networking and engagement with Independent Financial Advisors to identify their needs and provide appropriate support
- Provide one-to-one coaching, mentoring and motivation to IFA’s and their agency members and ensure that they effectively implement strategies and agreed action plans.
- Market segmentation and assisting Independent 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
- Deliver on performance requirements as defined in the unit key deliverables in alignment to the Branch key deliverables.
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 training, sales managers
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
- 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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