The role holder will be responsible for providing overall leadership to all Financial Advisors and Units in the branch in delivering set production targets in Ordinary Life and all other lines of business while ensuring the unit managers meet their targets across all Key Performance Indicators (KPI’s).
Key responsibilities:
Quality recruitment, selection and retention of productive Unit Managers and financial advisors.
Sales planning that achieves production targets in Ordinary Life and other lines of business.
Meeting the set persistency levels of life business and retention targets for other lines of business.
Performance management and supervision to drive and meet targets across all product lines.
Provide one-to-one coaching, mentoring and motivation to members of their teams and ensure that they effectively implement strategies and agreed action plans.
Selling of Life Products and other company products as targets prescribe.
Conducting trainings on company products, processes, sales and soft skills to achieve results.
Market segmentation and opening of markets for financial advisors to secure business.
Relationship management and providing effective customer service to both prospective and existing customers.
Preparing sales and other management reports as required from time to time.
Manage the branch office and branch staff as per the company and HR policies and procedures.
Perform any other duties as may be assigned by the Management.
Knowledge, experience and qualifications required
A business related degree is a minimum requirement.
Minimum 3 years’ experience in Life Insurance. Branch and Unit Management added advantage.
Relevant professional qualifications in COP. However, certification or proof of study in ACII.
Working Relationships
Accountable to the regional manager and the Head of FA Network.
Required to liaise and work closely with the other departments such as Recruitment and Training, FA
Administration, Business Development Managers, CSE’s.
