Vacancies at ICEA Lion Group

Job Summary

• Job Purpose: - To achieve sustainable growth and profitability by developing, implementing and regularly reviewing the company’s business strategy and policies relating to Estate Planning and Administration services.
• The Estate Planner is responsible for providing counsel to ITSL clients seeking to determine specific distribution of their estate including drafting of wills, trusts and other related documents.
• In addition, the Estate Planner will be responsible for providing advice about retirement plans, life and property insurance policies as well as charitable contributions whenever required.

ROLES AND RESPONSIBILITIES

Strategy and Marketing

• Develops and implements strategies to build the company’s capacity to provide estate-planning solutions. 
• Participating in the implementation and execution of strategic marketing plans in support of the corporate strategy.
• Developing Estate Planning pricing strategies in consultation with Head of ITSL, Head of Business Development and Head of Legal & Trust Services, balancing marketing objectives and customer satisfaction.
• Preparing, in liaison with the Head of legal & Trust Services, concept papers, periodic progress reports and annual reports showing organizational achievements against planned targets as well as providing justification for performance variances and areas of improvement.
• Assist in firm’s marketing activities including client pitch, public speaking and awareness training.

Product Review and Development

• Have the ability to develop and successfully roll out appropriate new products and services to boost the sustainable, profitable growth of the business line.
• Measuring product performance and liaising with Head of Business Development to implement appropriate improvements in line with consumer needs.
• Participating in the development and implementation of a structured process of product review and development.
• Regularly liaising with the business development function to develop estate planning solutions that leverage the company’s competitive edge.
• Providing insight to the product development by maintaining consummate market intelligence and periodically reviewing existing estate planning solutions to enhance their quality.

Operational

• Prepare and Review Legal Documents.
• Scrutinize legal documents before circulation to Directors.
• Review Estate instructions and ensure subsequent actions are in line with all mandate.
• Ensure compliance with all legal and regulatory requirements under Estate Planning. 
• Sets up and various Estate Planning structures according to client needs.
• Attend and lead both high- and low-level client meetings and coordinates maintenance of records of decisions and transactions.
• Organize and co-ordinate meetings with clients with all relevant parties.
• Ensure all statutory, regulatory and internal reporting requirements and deadlines are met.
• Communicates with clients in person and via mail, email and telephone to commence an engagement and to keep matters moving forward on a timely basis.
• Preparing, reviewing and updating legal documents, operations & training manuals.

Occasional Duties 

• Systems Development – making sure the new products are brought on to the system.
• Participating in internal ad-hoc committees.
• Involved in the automation of business functions.

ACADEMIC AND PROFESSIONAL QUALIFICATIONS AND SKILLS

• Land Economics Degree or Property Management experience 
• Additional training/qualifications in property valuation and management an added advantage. 
• Registered accountant – CPA or CS
• Strong teamwork and organization skills
• Attention to detail, solid organizational skills, and ability to prioritize tasks.
• Creative problem-solving, critical thinking, negotiation, verbal and written communication skills
• Ability to make presentations to a large group of people.
• Confident and highly articulate.
• Leadership and interpersonal skills necessary to deal with a wide variety of people and professionals.

EXPERIENCE

• At least five (5) years’ post qualification experience 

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Ready to grow your career with ICEA LION Group? We are looking for a dynamic leader to drive growth, build strong client relationships, and unlock new opportunities.
 

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Job Summary:

To coordinate, develop, and strengthen the agency distribution channel by building agent capability, driving production growth, ensuring efficient onboarding and servicing, and maintaining strong partner relationships in order to achieve ILAM’s business targets. The role serves as a key support resource across alternative distribution channels and actively drives sales through strategic business partners including Tied Life Agents, Independent Financial Advisers (IFAs), Insurance Brokers, and Digital Aggregators.

Roles & Responsibilities:

Sales Support

• Support achievement of production targets by identifying opportunities, nurturing leads, and following up with business partners to close business.
• Act as the link between business partners and internal teams to facilitate smooth business closure.
• Track production performance and prepare reports against set targets.

Product & Agent Development

• Promote ILAM products by equipping business partners with product & market updates, research insights, and investment proposals.
• Recruit and onboard Tied Life Agents, Independent Financial Advisers, Insurance Brokers, and Digital Aggregators to grow the distribution network.
• Stay informed on financial markets to confidently support and guide partners.
• Work closely with the Head of ADC and Training Officer in offering training support for business partners on products and processes.

Stakeholder Management

• Build and maintain strong working relationships with business partners.
• Understand partner needs and provide appropriate solutions to support growth.
• Work closely with ICEA LION Group, especially Tied Life Agents, to drive synergies.
• Support partner engagement activities and ensure timely communication of reports and updates.
• Conduct market intelligence and monitor competing channels.

Compliance & Improvement

• Ensure adherence to internal policies, guidelines, and regulatory requirements within the agency channel
• Maintain the complaints register and follow up on resolution.
• Participate in process improvements, product development initiatives, and identification of new market opportunities.
• Attend relevant training for continuous professional growth.

Experience, Academic & Professional Qualifications and Knowledge

• Bachelors’ degree in a Business or related discipline from an accredited University.
• CISI I and /or CISI II qualification is an added advantage
• Demonstrated high integrity 
• 5 years of working experience in financial services – with at least 3 years of experience, business development, agency relations, partnerships, business administration, customer service and / or related fields