Unit Manager at Britam

Job purpose

Role holder will be responsible for providing overall leadership to a group of Financial Advisors (unit) as prescribed in Britam to ensure key performance indicators for the unit are met.

Key responsibilities

• Sales planning that achieves the set goals and objectives.
• Selling of Life Products and other company products as targets prescribe.
• Quality recruitment, selection and retention of productive Financial Advisors.
• Conducting trainings on company products, processes, sales and soft skills to achieve results.
• Conduct Field Training with Financial Advisors to ensure hands on approach to sales
• Performance management and supervision to drive sales across all product lines and meet targets.
• Provide one-to-one coaching, mentoring and motivation to members of their teams and ensure that they effectively implement strategies and agreed action plans.
• Market segmentation and opening of markets for financial advisors to secure business.
• Meeting the set persistency levels of life business and retention targets for other lines of business.
• Providing effective customer service to both  prospective and existing customers
• Preparing sales and other management reports as required from time to time
• Performing any other duties as may be assigned by the Branch Manager

Working Relationships

1. Internal Relationships:
   1. Accountable to the Branch Manager
   2. Required to liaise and work closely with the other departments such as training, sales managers
2. External Relationships:
   1. Britam customers
   2. Insurance sector players

Knowledge, experience and qualifications required

Knowledge, experience and qualifications required:

• A business related degree is a minimum requirement or its equivalent
• Minimum 3 years’ experience in Life Insurance Unit Management added advantage
• Relevant professional qualifications in COP. However, certification or proof of study in ACII, AIIK or CIM will be an added advantage.
• Excellent leadership, communication and interpersonal skills
• Above average computer skills