Job Description
Key Responsibilities
- Analyse and interpret financial statements and sales data.
- Achieve growth and hit sales targets by successfully managing the sales team whilst meeting other key performance indicators set out per year.
- Identify and source new Advisors/Team Managers by having the initial contact with prospects and maintaining the pipeline.
- Supervise (includes coaching and mentoring), train, motivate and develop Alpha Sales Force Advisors/Team Managers.
- Formulate sales strategies for life and health insurance products and achieve set sales targets.
- Recruitment and management of Alpha Sales Force Advisors.
- Review Assistant Agency Managers sales reports to establish trends and identify areas of improvement.
- Identify viable sales strategies to be implemented by Advisors.
- Manage and maintain weekly, monthly and all required sales reports.
- Identify trends in Retail business and proactively advise Group Head on potential actions to take.
- Identify and escalate actual and/or potential operational and administrative issues to the Group Head.
- Assist in identifying required resources and personnel to achieve the revenue budget of the Group.
- Presentation of the SBU performance at the Monthly Divisional MPR, QBR & Budget meetings.
- Seek approval for accepting/processing transactions when required.
- Negotiate rates with underwriters when required.
- Conduct performance appraisals for Assistant Agency Managers.
- Any other assignments given by the Area Sales Manager or the Head, Entrepreneurial Sales Group.
Education / Professional Qualification
- Bachelor's Degree in any field from a reputable tertiary institution.
- Professional qualifications (i.e. CII, CIIN or other of similar equivalence) will be an advantage.
Experience:
- Minimum of 4 years experience in Financial Services of which 2 years’ should be in Insurance Sales.