Area Sales Manager

Responsible for overseeing sales operations, meeting targets and managing the sales teams within
his/her area. Upskill and motivate Advisors and Business Managers towards effectively implementing sales strategies for retail insurance sales.

Role Qualification:

Academic/Professional: Bachelors’ Degree in any field from a reputable tertiary institution.

Professional Qualification: CII, CIIN or other of similar equivalence will be an advantage.

Work Experience: Minimum of 8 eight years’ experience in Financial Services, of which four years
should be in the Insurance Business (Underwriting, Sales, or Operations).

Key Responsibilities:

• Analyse and interpret financial statements and sales data.
• Achieve growth and hit sales targets by successfully managing the sales team whilst meeting other key performance indicators set out per year.
• Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs.
• Identify and source new channels for recruitment and engagement of Advisors.
• Supervise (includes coaching and mentoring), train, motivate and develop Advisors/Business Managers.
• Formulate sales strategies for life and health insurance products and achieve set sales targets.
• Review Business Managers sales reports to establish trends and identify areas of improvement.
• Identify viable sales strategies to be implemented by Business Managers.
• Manage and maintain weekly, monthly and all required sales reports.
• Identify trends in Retail business and proactively advise Group Head on potential actions to take.
• Identify and escalate actual and/or potential operational and administrative issues to the Group Head.
• Assist in identifying required resources and personnel to achieve the revenue budget of the Group.
• Presentation of the Area performance at the Monthly Divisional MPR, QBR & Budget meetings.
• Seek approval for accepting/processing transactions when required.
• Negotiate rates with underwriters when required.

Required Skills and Competencies

• Proficient in Microsoft Office.
• Ability to analyse and interpret sales data to inform sales strategies.
• Ability to work individually and as part of a team.
• Good time management, supervisory and analytical skills.
• Good Planning and organizing skills.
• Good communication and presentation skills.
• Good leadership and interpersonal skills.
• High degree of professionalism and good business etiquette.
• Self-motivated, with high energy and an engaging level of enthusiasm
• Must be driven, with an entrepreneurial spirit.
• High level of integrity and work ethics.