Job Openings at Britam

Job purpose

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

Key responsibilities

1. Sales planning that achieves the set goals and objectives.
2. Selling of Life Products and other company products as targets prescribe.
3. Quality recruitment, selection and retention of productive Independent Financial Advisors.
4. Conducting trainings on company products, processes, sales and soft skills to achieve results.
5. Assist Independent Financial Advisors with on-boarding for creation in the system
6. Relationship building through networking and engagement with Independent Financial Advisors to identify their needs and provide appropriate support
7. Provide one-to-one coaching, mentoring and motivation to IFA’s and their agency members and ensure that they effectively implement strategies and agreed action plans.
8. Market segmentation and assisting Independent financial advisors to secure business.
9. Meeting the set persistency levels of life business and retention targets for other lines of business.
10. Providing effective customer service to both prospective and existing customers
11. Preparing sales and other management reports as required from time to time
12. Deliver on performance requirements as defined in the unit key deliverables in alignment to the Branch key deliverables.

Working Relationships

Internal Relationships:

• Accountable to the Head of Retail Independent Financial Advisors
• Required to liaise and work closely with the other departments such as training, sales managers

External Relationships:

• Britam customers
• Insurance sector players

Key Performance Measures

• Production, Life Persistency & Business Retention, Recruitment & Training and People Management
• As prescribed in the contractual agreement
• Knowledge, experience and qualifications required

Knowledge, experience and qualifications required

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

go to method of application »

Job Purpose and Key responsibilities

Reporting to BDM Group & Credit Life Sales, the role holder shall be responsible for growth of Group Life to meet annual business targets. 

Key responsibilities

• Acquire group life and credit life business by identifying and exploiting business opportunities 
• Preparation of Group Life and Credit Life, quotations, tenders and proposals for business acquisition 
• Make Group Life and credit life presentations to prospective clients 
• Develop and maintaining good working relationships with intermediaries 
• Delivering good customer service by responding swiftly to queries and concerns from intermediaries Financial Advisors and clients 
• Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products
• Participate in regular review of products in liaison with the Product Development Department to match product offering with market needs
• Participate in introducing and promoting new products  
• Prepare weekly, monthly, quarterly and annual reports as required 
• Conduct regular training of intermediaries 
• Debt l management of Group Life and Credit 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
• Run campaigns aimed at opening up or deepening reach of products in new and existing markets
• Perform any other duties as may be assigned from time to time

Key Performance Measures

• As described in your Personal Scorecard

Knowledge, experience and qualifications required

1. Bachelors’ degree in a business related field
2. Professional qualification in Insurance (ACII, AIIK)
3. 2-4 years’ relevant experience in the insurance industry