Sales Agent (Pension & Related Products Distribution) at Sanlam Kenya

 About the Role
Sanlam Allianz Life Insurance (Kenya) Limited, is seeking highly driven and customer-focused Sales Agents to support the distribution of Pension Products and related retirement solutions under a partners Distribution Network.

The ideal candidates will play a pivotal role in expanding access to pension and retirement products by engaging the partners client ecosystem, acquiring new customers, and deepening existing relationships.

 Key Responsibilities

• Sell and distribute Pension Products, including Individual
• Pension Plan (IPP), Income Drawdown, Annuity Solutions, and related financial products as approved.
• Drive AUM growth through top-ups, additional voluntary contributions (AVCs), and NSSF Tier II.
• Work closely with operations, customer service, investments, and compliance teams to resolve client issues.
• Drive new customer acquisition within the Partners Distribution Network.
• Conduct client engagements, retirement planning sessions, and market activations.
• Convert leads provided by the partners Sales Staff and other sources within the distribution network.
• Maintain an active sales pipeline and ensure consistent achievement of monthly production targets.
• Prepare accurate weekly and monthly sales activity reports.
• Deliver client-centered solutions and maintain long-term relationships.
• Provide feedback to inform product improvement and customer experience enhancement.
• Adhere to insurance and pension regulatory requirements (IRA, RBA).
• Observe AML/KYC guidelines, product suitability standards, and fair dealing practices.
• Attend mandatory training sessions on pension products, compliance, and sales processes
• Always maintain high ethical standards and professionalism.

Qualifications and Experience

• A minimum of a Diploma (Degree preferred).
• Certification in insurance (AllK, ACII, CMI, COP)
• Prior experience in sales, insurance agency, pension product distribution, or financial services is an advantage.
• Proven ability to meet and exceed sales targets.
• At least 5 Years Experience in Sales

Skills & Attributes

• Strong sales drive and customer orientation.
• Excellent communication, presentation, and interpersonal skills.
• Ability to understand and explain financial and retirement products.
• Self-motivated, disciplined, and able to work independently.

Additional Notes

• Only shortlisted candidates will be contacted.
• Engagement is under an independent contractor model.
• SanlamAllianz Life Insurance (Kenya) Limited is regulated by the Insurance Regulatory Authority (IRA).