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Description

Job Purpose To provide excellent and quality sales to clients, including managing existing businesses and making sure they enjoy the Enterprise Advantage Key Responsibilities • Plan and deliver on sales strategies to achieve business and personal targets • Prospect and sell the products and services of the company • Plan, recruit, and train Life Planners • Set targets and manage Life Planners to achieve personal as well as branch and corporate sales targets • Constant field activity with Life Planners to improve their selling skills and product knowledge • Prepare and undertake sales presentations to individuals, groups and associations or corporate bodies • Effectively manage Life Planners with a focus on their engagement, motivation, and their welfare • Effectively communicate business decisions and information to all Life Planners and other stakeholders • Handle performance improvement and performance management issues to ensure the optimal performance of all Sales Representatives • Fully implement all new initiatives that lead to the achievement of key business imperatives (Examples include, but are not limited to Customer Service at Your-Doorstep, etc) • Manage key partnerships with third parties including, but not limited to, recruitment sources and partnerships, etc • Drive quality sales that will persist on our books • Open pay points and ensure Life Planners sell from identifiable sources • Provide timely and useful feedback to Underwriting & Reinsurance to improve on business processes • Ensure the conservation of policies through professional advice and conduct • Ensure daily reporting of Team KRA to Branch Manager • Handle client issues both on the field and in the office • Follow up on commission issues and ensure Life Planners are paid on time and accurately • Prepare and submit daily/weekly/monthly reports to Branch Manager • Perform other duties as assigned by the Team Leader, Head of Department, or the business.