Business Manager
2 weeks ago
Upskill and motivate Advisors towards effectively implementing sales strategies for retail insurance sales
Role Qualification
- Bachelor’s degree in any field from a reputable tertiary institution.
- Professional qualifications i.e. CII, CIIN or other of similar equivalence will be an advantage
WORK EXPERIENCE:
- Minimum 4 years’ experience in Financial Services of which 2 years should be in the Insurance Business Underwriting, Sales or Operations.
KEY RESPONSIBILITES:
- Role play with key prospects through the sales process; understand customer needs and propose approaches for handling objections and closing business.
- Actively seek new business opportunities and client accounts, do presentations to defend and convert business by doing a portfolio review of all accounts.
- Compile and send in monthly variable pay for all Advisors within the SBU to Sales & Marketing Support Team by the second working day of every month.
- Manage and maintain weekly, monthly and all required sales reports.
- Ensure that Advisors capture complete and accurate information on the CRM database/Workbench.
- Identify and escalate actual and/or potential operational and administrative issues to the ASM/Group Head.
- Seek approval for accepting/processing transactions when required.
- Ensure that Advisors capture complete and accurate information on the CRM database/Workbench
Required Skills and Competencies:
- Ability to analyse and interpret sales data to inform sales strategies.
- High degree of professionalism and good business etiquette.
- Self-motivated, with high energy and an engaging level of enthusiasm.
- Good Planning and organizing skills.
- Must be driven, with an entrepreneurial spirit.
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