Job Description
Job Purpose:
Manage the Branch, drive Branch Production budget and maintain business relationships with IFAs, Retail IFA Sales CSE and clients in order to meet set targets
Key responsibilities
• Drive the achievement of the Retail revenue budget for the Branches
• Contribute to Single Distribution business model of selling all lines of products as per agreed targets
• Drive cross-selling and up-selling of Britam products
• Ensure the Branch adheres to Britam Credit Policy and all other policies and guidelines
• Ensure business is conducted in an ethical manner, KYC details are obtained and submitted and Turn Around Times (TATAs) are respected
• Grow and defend Britam’s market share position for FA & IFA channels
• Direct, guide, manage and offer support to Corporate Sales Executives on Retail sales matters
• Formulate and implement strategies that ensure IFAs and FAs are well versed with Britam products
• Ensure the Branches sell balanced general insurance product Portfolio which returns a profit
• Participate in formulating and implementing any marketing activities and promotions
• Ensure IFAs and FAs needs are met as well as receiving comments and suggestions on improvement on the products
• Delegated Authority: As per the approved Delegated Authority Matrix
• Perform any other duties as may be assigned from time to time
Knowledge, experience and qualifications required:
• Bachelor of Commerce degree (marketing or Insurance option preferred)
• Professional qualification in Insurance (ACII, FLMI or IIK)
• 7 - 10 years sales management experience in the financial services sector 3 - 4 of which must be in a management position
Apply online via https://britam.taleo.net/careersection/external+-+britam/jobdetail.ftl?job=21000072&tz=GMT-07%3A00&tzname=America%2FLos_Angeles