IFA Unit Manager - Mt.Kenya at Britam

Job Purpose:

Develop and maintain a direct relationship with IFA’s aimed at strategic customer relations

Key responsibilities

• The IFA Manager will have a target of converting GI IFAs to sell Life products
• The IFA Manager will have a target for recruiting new IFAs
• The IFA Manager will coordinate training for IFAs in Life products
• The IFA Manager will have a personal write up target
• The IFA Manager will have a unit target
• The IFA Manager will be responsible of IFAs IQA/persistency
• The IFA Manager will ensure clients of IFAs are paying premiums on time.
• Perform any other duties as may be assigned from time to time
• Delegated Authority:  As per the approved Delegated Authority Matrix 

Key Performance Measures

• Sales Revenue 
• Growing IFA Channel 
• Persistency
• Recruitment of IFAs
• Transform former GI IFAs to sell Life products
• Revive all lapsed cases

Knowledge, experience and qualifications required

• Bachelors’ degree in a business related field
• 4-6 years’ experience in a similar position
• COP/Diploma in Insurance 

Technical/ Functional competencies

• Knowledge of insurance
• Customer, market and competitor understanding
• Effective negotiation skills
• Excellent organisational and analytical skills
• Report writing skills