Business Manager Ikota

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.