Role purpose & Key Responsibilities
Job Purpose:
The overall job purpose is to provide strategic and operational leadership to achieve business objectives within your assigned region. This involves overseeing sales agents ensure they meet set targets, fostering strong client relations to improve customer satisfaction and retention, and attaining the allocated region sales budget.

Key responsibilities
• Engage prospective clientele, cultivating business opportunities to meet established targets.
• Monitor and ensure the Regional Service Centre meets monthly and annual objectives as set by the management.
• Account for and bank premiums accrued from service centre sales, adhering to Britam’s internal policy.
• Foster business retention through comprehensive after-sales services.
• Formulate unique, tailored strategies to establish the Service Centre as a market leader.
• Oversee the selection, recruitment, supervision, and motivation of Financial Advisors. Suggest potential candidates for company appointment.
• Regularly evaluate the performance of Financial Advisors and Regional Service Centre Personnel based on Balanced Scorecard (BSC) standards and timelines.
• Mode of Remuneration
• Commissions, based on revenue generated.
• Maintain comprehensive records for the managed Business Unit in accordance with company and regulatory requirements.

Core Competencies
• Strong inter-personal skills and ability to work in a team-oriented and collaborative environment.
• A high sales drive and a strong will to succeed.
• Confident, articulate and with strong communication skills. Results oriented with ability to work under strict deadlines and meet sales targets.
• Well groomed, presentable and strong interpersonal skills.
• Excellent written and verbal communication skills including note taking and summarizing skills and the ability to communicate well at all levels in a clear, appropriate and timely manner.
• Strong team player with excellent leadership.

Skills Knowledge, experience and qualifications required
• Advanced Diploma or Bachelor’s Degree in Business Management, Marketing or related fields.
• At least 5 years of experience in a sales or customer service role.
• Certificate of Proficiency in Insurance (COP) is an added advantage.
• Demonstrated proficiency in computer/software packages e.g., Microsoft Word, Excel, and Power-Point etc.
• Must be a resident of the area