Job Opportunities at Old Mutual Kenya

Job Description

The Unit Manger will oversee a unit where he/she will majorly be responsible for recruiting and retaining sales agents so as to deliver the set insurance sales revenue targets. The role is on contractual basis and reports to the Branch/Sales Manager.

KEY TASKS AND RESPONSIBILITIES

• Delivery of business plan targets including Revenue, Persistency and Business Mix
• Recruitment and retention of Agents
• Effective monitoring and evaluation of agents in their respective units
• Setting out relevant plans and daily activity work schedule for the unit
• Ensure agents have the necessary support systems to assist them deliver their budgets
• Implementing training programs to support skill development and competence.
• Opening new markets
• Advise the business on opportunities/threats that are presented by such activities.
• Enforcement of performance management processes as specified by the business
• To uphold the brand image and ensure compliance with all internal as well as external regulations

SKILLS AND COMPETENCIES

• Excellent Communication skills
• Strong Negotiation skills
• Emphatic Listener
• Able to Plan and organize meetings and activities for the Unit
• Able to build and bond together a team
• Must have leadership ability and Sales and Marketing skills
• Market intelligence and business development skills
• Able to handle and resolve Conflicts
• Time Management Skills

KNOWLEDGE & EXPERIENCE

• A successful track record of selling in the financial services sector, teaching or any other relevant profession
• Demonstrable insurance sales experience as an agent
• Knowledge of legislation governing insurance in Kenya
• Proficient in the use of Microsoft office suite and packages

QUALIFICATIONS

• A Degree/diploma in a business-related course
• Must have at least 3 years’ sales experience in the insurance or financial services sector
• 2 years’ experience as a Unit/Agency Manager in insurance or financial sector will be an added advantage
• Must have a COP Certificate
• Must have current IRA license.

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Job Description

The Unit Manger will oversee a unit where he/she will majorly be responsible for recruiting and retaining sales agents so as to deliver the set insurance sales revenue targets. The role is on contractual basis and reports to the Branch/Sales Manager.

KEY TASKS AND RESPONSIBILITIES

• Delivery of business plan targets including Revenue, Persistency and Business Mix
• Recruitment and retention of Agents
• Effective monitoring and evaluation of agents in their respective units
• Setting out relevant plans and daily activity work schedule for the unit
• Ensure agents have the necessary support systems to assist them deliver their budgets
• Implementing training programs to support skill development and competence.
• Opening new markets
• Advise the business on opportunities/threats that are presented by such activities.
• Enforcement of performance management processes as specified by the business
• To uphold the brand image and ensure compliance with all internal as well as external regulations

SKILLS AND COMPETENCIES

• Excellent Communication skills
• Strong Negotiation skills
• Emphatic Listener
• Able to Plan and organize meetings and activities for the Unit
• Able to build and bond together a team
• Must have leadership ability and Sales and Marketing skills
• Market intelligence and business development skills
• Able to handle and resolve Conflicts
• Time Management Skills

KNOWLEDGE & EXPERIENCE

• A successful track record of selling in the financial services sector, teaching or any other relevant profession
• Demonstrable insurance sales experience as an agent
• Knowledge of legislation governing insurance in Kenya
• Proficient in the use of Microsoft office suite and packages

QUALIFICATIONS

• A Degree/diploma in a business-related course
• Must have at least 3 years’ sales experience in the insurance or financial services sector
• 2 years’ experience as a Unit/Agency Manager in insurance or financial sector will be an added advantage
• Must have a COP Certificate
• Must have current IRA license.

go to method of application »

KEY TASKS AND RESPONSIBILITIES

Lead Generation & Direct Sales

• Generate qualified leads through targeted outreach, referrals, events, internal Old Mutual channels and corporate networks.
• Convert existing and new opportunities into signed annual contracts.
• Manage the full sales journey: prospecting → discovery → demo → proposal → negotiation → signed contract → renewal and expansion → referrals
• Activate existing corporate relationships and equip internal teams to identify and progress leads and ensure a structured handover to onboarding

Distribution Partnerships

• Build scalable distribution channels through embedded partnerships, referral commissions, bundled offerings and co-branded propositions. Explore embedded or white-label distribution partnerships with digitally forward organisations.
• Build relationships with wellbeing providers, HR networks and communities, employer associations and business communities, using their events and platforms to generate qualified leads and sales opportunities.

Commercial Growth & Market Development

• Work with Marketing to execute digital campaigns that generate qualified corporate leads.
• Work with Product teams to create employee-led referral journeys and self-service, lower-touch sales and onboarding experiences that generate leads and support smaller employers.
• Translate buyer feedback, objections and market insights into actionable improvements across the product, pricing, packaging, contracting and onboarding.

Reporting & Commercial Discipline

• Maintain accurate CRM records, weekly forecasts and pipeline reporting against sales and revenue targets.
• Track conversion, pipeline movement, win/loss insights, customer feedback and commercial risks.
• Provide concise commercial updates and recommendations for leadership and board reporting.

Collaboration & Strategic Support

• Support the Head of Thrive and the wider Digital Business team in delivering strategic and commercial priorities.
• Collaborate across teams to continuously improve and innovate the proposition, customer experience and go-to-market approach.

SKILLS AND COMPETENCIES

• Commercial Acumen: Assesses opportunities, develops compelling business cases and makes sound commercial decisions.
• Strategic Thinking: Connects immediate sales activity to longer-term business and growth objectives.
• Customer First: Understands employer needs and uses customer insight to strengthen the proposition and experience.
• Communication and Influence: Presents ideas clearly, negotiates effectively and mobilises stakeholders towards shared outcomes.
• Relationship Building: Establishes trust and credibility with clients, partners and internal teams.
• Execution: Demonstrates ownership, discipline and persistence in delivering results.
• Analytical Thinking: Uses commercial data and market evidence to identify issues and guide decisions.
• Innovation and Agility: Tests new approaches, learns quickly and adapts in an evolving environment.

What Success Looks Like

• A strong pipeline of qualified corporate opportunities is consistently progressing.
• Annual contracts are secured, renewed and expanded against agreed revenue targets.
• Repeatable direct-sales and partner-distribution channels are established.
• Customer and market insights contribute to a stronger proposition and more efficient commercial journey.
• Leadership has clear visibility of performance through accurate CRM data and reliable forecasts.

QUALIFICATIONS, KNOWLEDGE & EXPERIENCE 

• Bachelor’s degree in Business, Marketing, Commerce or a related field.
• At least four years’ experience in B2B business development, enterprise sales or commercial growth.
• Proven track record of generating qualified leads, managing full sales cycles and closing corporate contracts.
• Experience establishing new pipelines, testing routes to market and building repeatable sales processes.
• Experience engaging corporate decision-makers, particularly in HR, People, Total Rewards or employee benefits.
• Experience developing distribution, referral, embedded or strategic channel partnerships.
• Proficiency in CRM and pipeline-management tools; Zoho CRM experience is an advantage.
• Experience in corporate wellness, HR technology, employee benefits, insurance or B2B SaaS is an advantage.