Retail Corporate Sales Executive at Britam

Job Purpose:

Responsible for growth of Individual life and investment-linked business to meet annual business targets

Key responsibilities

• Acquire individual life and investment-linked business by identifying and exploiting business opportunities 
• Preparation of investment-linked quotations 
• Make investment-linked presentations to prospective clients 
• Develop and maintaining good working relationships with Financial Advisors 
• Delivering good customer service by responding swiftly to queries and concerns from Financial Advisors and clients 
• Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products
• Participate in introducing and promoting new products  
• Prepare weekly reports as required 
• Regular training of Financial Advisors 
• Credit control management of Group Life debtors   
• Participate in formulation of operating plans within the department
• Liaise internally with other members of the team to ensure effective and efficient execution of client’s requests
• Perform any other duties as may be assigned from time to time

Knowledge, experience and qualifications required

• Bachelors’ degree in a business-related field
• Professional qualification in Insurance (ACII, AIIK)
• 2-4 years’ relevant experience in the insurance industry

Technical/ Functional competencies

• Knowledge of insurance regulatory requirements
• Knowledge of insurance products
• Sales and marketing management skills