Life Assurance Unit Manager – Nakuru at Kenyan Alliance Insurance

Reports to                 :           Agency Manager

Direct Reports         :           Financial Advisors

Division                     :           Life and Pensions

Department              :           Life Agency

Job Summary

The Unit Manager will be responsible for recruiting, training, selection, retention of productive Financial Advisors and ensuring that his/her unit meets and exceeds their monthly sales targets.

Main Responsibilities

1. Ensure that high production targets are met through the team and his/her personal production.
2. Sales planning that achieves the set goals and objectives.
3. Selling of insurance Life Products as targets prescribe.
4. Conducting trainings on company products, processes, sales and soft skills to achieve results.
5. Provide one-to-one coaching, mentoring and motivation to members of their teams and ensure that they effectively implement strategies and agreed action plans.
6. Market segmentation and opening of markets for financial advisors to secure business.
7. Meeting the set persistency levels of life business and retention targets for other lines of business.
8. Providing effective customer service to both prospective and existing customers
9. Preparing sales and other management reports as required from time to time
10. Performing any other duties as may be assigned by the Agency Manager

Qualifications Required

• Minimum academic qualification – business-related Diploma level
• A successful track record of selling in the financial services sector, teaching or any other relevant profession

• A minimum of 2 years prior experience in selling life insurance and/or team management will be a definite advantage.
• At least 28 years and above
• Highly networked and adept at connecting with people
• Results oriented and able to work under strict deadlines to meet sales targets
• Ability to thrive in a high-pressure, fast-paced environment with minimum supervision.
• Good knowledge of life insurance.
• Results oriented and self-driven with a proven performance track record
• Previous experience working directly with clients or with an insurance Sales Team or selling Life insurance is encouraged
• Certification or proof of study in ACII, AIIK or CIM will be an added advantage.