Job Description
Manages sales & expense budget for the sales teams against set targets
Make appointments; explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company’s product range.
Direct selling of various financial products to the customers
Basic quality check and processing of completed policy forms and KYC documents
Post- sales servicing and customer relationship management
Ensures delivery of customer value.
Manages, develops, appoints & trains Bancassurance Referral Officers.
Ensures that compliance requirements are adhered to and deals with non-compliance issues pro-actively.
Key Result Areas
Sales & Marketing:
Responsible for delivering the Sales Budget in Life and General Insurance
Accountable for monitoring and reporting sales engagement activities
Relationship Building:
Responsible for external networking & relationship building with key door openers.
Team Effectiveness:
Individually accountable for Bancassurance Referral Officers time, tasks and output quality, over periods of up to three months.
Balances own priorities with directing and motivating others.
Plans & assigns work over periods of up to three months.
Creates a climate for optimal performance.
Qualifications
A first degree from a tertiary institution
Minimum 2 – 4 years Sales experience in Insurance sales. Exposure to Life and General Insurance sales in a bank branch for an insurance company will be an added advantage.
Competencies
Client Focus:
Effectively meeting client needs; building inspiring relationships; and taking responsibility for client experience.
Decision Making:
The ability to make balanced and sound recommendations and decisions, by understanding issues and problems, evaluating the consequences of alternative solutions and to select the most appropriate alternative.
Recommendations and decisions need to be implementable, effective and well thought through.
Gaining Commitment:
Using appropriate interpersonal styles and communication techniques to gain acceptance of ideas or plans; adapting one’s own style to accommodate the target audience.
Initiating Action:
Taking prompt action to accomplish objectives; pushing beyond the boundaries and being proactive.
Sales Ability:
Develop approaches that best position products, services and financial advice to prospective clients to illustrate the customer value proposition. This leads to proper closure of the sales / financial advice intervention.
Team Orientation:
Willingness to work with others in a team environment. This includes working towards team goals, participating in decision making, co-operating with others and offering assistance when needed.
To Apply
Interested and qualified candidates should send their CV to: molutekunbi@oldmutualnigeria.com using the “Job Title” as the subject of the mail.
Application Deadline: 21st March, 2020