Introduction...
This role is responsible for supporting the business to deliver sales targets by opening markets, recruitment and developing a strong sales force, managing the sales team and ensuring delivery of targets through own and team efforts.
Minimum Requirements...
- Business
related Degree
- Minimum
2 to 3 years' experience in insurance sales
- Knowledge
of insurance industry is preferred
- Strong
thinking skills and understanding of the market
- High
standard of written and verbal communication
- Close
attention to detail
- demonstrable
leadership skills
- Good
team player.
1. Purpose and Descriptor of the Role
The main aim and purpose of the role is to ensure the distribution channels are supported effectively and efficiently, liaising with the back office on matters arising in the distribution channel, communicating on all matters affecting the channel, ensure resources and budget/expense control is allocated appropriately. This role also has accountability for building high performance culture for distribution support unit.
2. Reporting relationships
Reporting to - Channel Head/Regional Sales Manager
Reportees’ - Personal Financial Advisors
3. Key Outputs
- The
following key outputs are required from this role.
- Manages
sales and expense budget for a sales team in a branch against
target.
- Identifies
& creates coordinated sales opportunities.
- Compliance-5%
Ensures compliance to process & procedures to minimise business
risk.
- Ensures
delivery of customer value.
- Individually
accountable for staff time, tasks and output quality, for periods up
to one year.
- Balances
own priorities with directing and motivating others.
- Plans
& assigns work over periods of up to 1 year.
- Guides
and directs staff to achieve operational excellence standards.
- Creates
a climate for optimal performance.
- Manages
performance.
- Selects
potential staff to sustain customer/client service delivery.
- Responsible
for distribution strategy of products within a branch.
- Accountable
for local marketing.
- Relationship
Building-5% Responsible for external networking & relationship
building with key internal and external stakeholders.
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.Technical Knowledge
Having achieved a competent level of technical knowledge, related to a specific role.Client Focus Exceeding client needs; building inspiring relationships; and taking responsibility for client experience.Thinking Skills The ability to perceive, interpret and translate information (stimuli) in order to competently performs processes and tasks at various levels of complexity within the organisation. It also includes the ability to apply analytical, integrative, lateral or systemic thinking; depending on the task at hand.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.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.Aligning Performance for Success PlanningSupporting and guiding/coaching others by focussing them on the accomplishment of work objectives through active performance management and development. This is done to enhance and strengthen their respective skills and abilities that they can fulfil current and future role responsibilities more efficiently.
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