ALAK Sales Consultant at Absa Bank Limited

Job Summary

The main objective being to meet 100%achievement on all tasks at hand i.e., sales 3M MTD ,100% YTD, retaining the inforce book 100%, I have not met the minimum requirement on MTD or YTD expectation though I have been on an improvement curve being at 70% and above on both accounts. On maintenance of the inforce book I have taken a personal responsibility to effect collection daily.

Job Description

• Complaints and Queries handling: Ensure complaints are well documented, logged, tracked and resolved/escalated within stipulated timelines-
• Track and resolve all issues within your branches – (keep a file/ portfolio of evidence detailing resolution or escalation where applicable)
• Enable customer satisfaction by addressing complaints efficiently and effectively to meet TAT (48hrs).
• Make monthly follow up calls to customers with policies with arrears.
• Ensure all policy documents are delivered within SLA and that copies of acknowledgements are held.
• Make   monthly follow up calls to customers with policies with arrears and document feedback
• Make   weekly follow up calls to customers whose policies have been RTS’d and document feedback
• Ensure a minimum of 20 customers are called back daily during the call back campaigns or as stipulated
• Work closely with members of your teams to deliver outstanding monthly performance (above 3Mn premium)., client and colleague satisfaction
• Work closely with ABKE distribution channel to ensure seamless operations with ABIA and ALAK by attending morning huddles, campaign meetings and activations within your branches.
• Drive the current insurance themes/ agenda during morning huddles on a weekly basis across respective clusters.
• Ensure you attend a minimum of 3 morning huddles on a weekly basis (*sign visitors book for record).
• Promote cluster-based incentives and sales campaigns to drive sales volumes and value.
• Contribute to an environment of mutual support by sharing knowledge with other colleagues on day-to-day activities.
• To be a team player.
• Support ABKE in achieving its budget for 2020 through provision of technical & sales support, training/capacity development.
• Enable customer satisfaction by Tracking and resolving all issues within your branches as per the stipulated TAT (48Hrs)– (keep a file/ portfolio of evidence detailing resolution or escalation where applicable)
• Work closely with other members of the team to deliver outstanding performance, client and colleague satisfaction.
• Determine and analyse development needs for the team and ensure that identified training requirements are budgeted for and executed
• Contribute to an environment of mutual support by sharing knowledge with other colleagues on day-to-day activities
• Drive the current insurance themes/ agenda during morning huddles on a weekly basis across respective clusters
• Attend regular meetings with the line manager(s) in order to determine business requirements and to address any problems and / or compliments with regards to ALAK and plan solutions / incentives
• Attend regular ABKE sales Management meetings in order to provide feedback on the performance of ALAK consultants and present recommendations and solutions to increase sales and address issues
• Work closely with the ABKE Regional Managers, and Regional Sales Managers & Relationship Managers to ensure ALAK objectives are met.
• Create effective workforce and recruitment demand plans to ensure that current and future business requirements can be met.
• Allocate duties to team members in order to achieve business targets including prioritization and work schedules
• Ensure that each colleague has SMART objectives, formally reviewed twice a year & provide continuous performance feedback to team members through the year.
• Support ABKE in achieving its budget for 2021 through provision of technical & sales support, training/capacity development.
• Participate in the “Make a Difference Day”
• To identify a community and do a needs analysis to donate and give back
• Identify and present to management social events that may contribute to CSI and actively participate in ABSA CSI
• Organize and participate in social activities.
• Submit weekly plans every week by CoB Friday.
• Submit sales / call reports by CoB Friday.
• Be accountable to and own all performance objectives set
• Receive and provide feedback during monthly line manager one-on-one sessions, team meetings and other communication channels
• Report all fraud and other incidents that negatively affect the company
• Provide forward looking detailed weekly sales plans by COB every Friday (Incorporate projected sales volumes & values – for retail and group business). The plans should include previous week’s achievements report– (update sales trackers per branch, call reports for client visits and activations)
• Provide end of day sales update VIA WhatsApp and or Email to line manager by close of business daily (latest 9am next working day)
• Attend regular meetings with your line manager in order to determine business requirements and to address any problems and / or compliments with regards to ALAK and plan solutions / incentives (evidence required in the form of minutes)
• Have regular meetings with your respective team members (once a week) in order to determine business requirements and to address any problems and / or compliments with regards to ALAK and plan solutions / incentives (evidence required in the form of minutes)
• Be accountable to and own all performance objectives set
• Receive and provide feedback during scheduled line manager one-on-one sessions, team meetings and other communication channels
• Report all fraud and other incidents that negatively affect the company.
• Provide forward looking detailed weekly sales plans by COB every Friday (Incorporate projected sales volumes & values). The plans should include previous week’s achievements report– (update sales trackers per branch, call reports for client visits and activations)
• Report all fraud and other incidents that negatively affect the company.
• Achieve a minimum monthly premium income of 3,000,000/=  in new business per month through cross selling to the existing ABK portfolio
• The above target includes the Ultimate Protector product with a minimum premium of Kes. 500,000 monthly.
• Achievement of sales targets for each branch in your region as per their performance objectives.
• Provide forward looking detailed weekly sales plans by COB every Friday (Incorporate projected sales volumes & values - for retail and group business)
• Provide previous week’s achievements report– (update sales trackers per branch, call reports for client visits and activations)
• Provide previous day sales update VIA WhatsApp and or Email to line manager by 9am daily
• Attend regular meetings with the line managers in order to determine business requirements and to address any problems and / or compliments with regards to ALAK and plan solutions / incentives
• Work closely with the branch managers to ensure effective e2e management of the branch team insurance sales process.
• Identify individual team members learning needs, facilitate training attendance and execution of the learning plan.
• Each direct report should achieve a minimum monthly premium income of 3,000,000/= (Kes. 36M per agent/year) in new business per month through cross selling to the existing ABKE portfolio
• Achievement of sales targets for each branch in your region as per their performance objectives.
• Work closely with the branch managers to ensure effective E2E management of the branch team insurance sales process.
• Identify individual team members learning needs, facilitate training attendance and execution of the learning plan.
• Have an activation rate of > 70% of sales staff/ABKE Teams.

Learning and Development

• Responsible to track non training learning deliverables with individual team members.
• New Absa Values and Behaviours
• Ensure to incorporate the Values and Behaviours into your daily activities.
• HR Governance and Controls
• Ensure that TCF principles are adhered to.
• Ensure no cases of misselling to customers

Closing: 2 August 2022