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    Bancassurance Sales Representatives Life at - Nairobi, Kenya - Sanlam Investments East Africa (SIEA)

    Sanlam Investments East Africa (SIEA)
    Sanlam Investments East Africa (SIEA) Nairobi, Kenya

    1 week ago

    Default job background
    Full time
    Description

    Sanlam Investments East Africa (SIEA) is a leading fund manager in the region and has a strong record of accomplishment in service delivery and performance,with over KShs 230 billion (approximately US$ 2.3 billion) in assets under management.

    SIEA is part of the Sanlam Group, through its subsidiary Sanlam Emerging Markets.

    The Sanlam Group is a leading financial services group with operations in more than 30 African countries and a primary listing on the Johannesburg Stock Exchange.

    Primary Responsibilities


    Driving Sales:
    Focus on generating new business life insurance sales through designated bank partner branches, ensuring both quality and quantity.

    Financial Consultation:
    Conduct financial talks with prospective clients to understand their needs and propose suitable insurance plans.

    Business Processing:

    Sign off on all new business received from bank partners, ensuring smooth underwriting processes and compliance with company standards.


    Customer Service:
    Assist with premium collection and promptly resolve customer queries and complaints to ensure customer satisfaction.

    Relationship Building:
    Foster productive relationships to expand the pool of prospective clients through networking, cold calling, and referrals.

    Needs Assessment:
    Evaluate the financial status and needs of individual and business customers, proposing tailored protection plans.

    Reporting:
    Keep the line manager informed of daily production activities and attend relevant training sessions as required.

    Person Specifications

    Academic Qualification:
    Bachelor's degree in Business Administration/Marketing/Insurance or equivalent. Diploma in Insurance or related field from a recognized institution.

    Professional Qualification:
    Certificate and Diploma in Insurance from AllK/ACII or equivalent. Qualification in COP/ECOP


    Experience:
    Minimum of one (1) year relevant experience in Sales.


    Skills and Attributes:
    Possess all necessary licenses required by Law and/or Regulation.
    Proven track record as a Bancassurance Sales Representative or relevant role.
    Ability to provide competent guidance and seek expert advice when needed.
    Strong goal-oriented approach.
    Experience in delivering client-focused solutions and building long-lasting relationships.
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