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 in delivering 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

QUALIFICATIONS, KNOWLEDGE & EXPERIENCE

• 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 the insurance or financial sector will be an added advantage
• Must have a COP Certificate
• Must have a current IRA license
• A successful track record of selling in the financial services sector, teaching, or any other relevant profession
• Demonstrable insurance sales experience as a tied agent
• Knowledge of legislation governing insurance in Kenya
• Proficient in the use of the Microsoft Office suite and packages

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