Job Ref. No: JLIL 362

Role Purpose

• The role holder will be responsible for driving business growth, expanding market presence and strengthening Jubilee Life’s Retail Agency channel. The position focuses on identifying new business opportunities, enhancing relationships with key partners and executing strategies that support revenue growth and market expansion.

Main Responsibilities

Strategy

• Support the development and execution of the Retail Agency Sales strategy to meet business objectives and revenue targets.
• Analyze market trends, customer insights, and competitor activities to inform strategic direction.
• Identify new markets, customer segments, and partnership opportunities aligned to the company’s growth agenda.
• Provide strategic recommendations based on business intelligence and performance data.

Operational

• Implement sales plans, tactical initiatives and channel activities to achieve monthly and annual production targets.
• Coordinate with underwriting, operations, and product teams to ensure seamless onboarding and servicing of clients and agents.
• Maintain an updated pipeline through timely reporting, lead tracking, and opportunity management.
• Prepare and submit weekly, monthly and quarterly sales performance reports and forecasts.
• Ensure timely resolution of client and agent issues to enhance service efficiency.

Business Growth & Development

• Drive new business acquisition through targeted market engagement, networking and relationship building.
• Build and maintain strong, long-term relationships with agents, business managers, key clients and intermediaries.
• Grow the active agent base through recruitment, activation and continuous support.
• Develop compelling business proposals, presentations and pitches for clients and partners.
• Collaborate with marketing and product development to design initiatives that enhance channel performance.

Jubilee Life Brand

• Represent the company at industry events, trade shows, distribution forums, and community engagements to enhance brand visibility.
• Promote Jubilee Life’s value proposition to agents, partners, and customers across all interactions.
• Ensure that all engagements and communication uphold the company’s brand standards and customer experience expectations.

Corporate Governance

• Adhere to regulatory guidelines, internal controls, and compliance requirements in all sales activities.
• Ensure accurate and ethical documentation, reporting, and record-keeping across the sales cycle.
• Uphold company policies, business conduct standards, and Treating Customers Fairly (TCF) principles.
• Mitigate risks through proactive identification of compliance gaps and timely escalation.

People & Culture

• Team Leadership: Build and lead cross-functional teams, fostering collaboration, accountability, and high performance across diverse skill sets and departments.
• Retention KPI: Achieve a regrettable turnover rate below 5% annually within finance teams by promoting a supportive environment, career growth opportunities, and recognition.
• Employee Engagement Score (EES) KPI: Drive a 10% year-over-year increase in EES through team-building, transparent communication, and empowerment initiatives.
• Cultural Alignment Index (CAI): Attain the Company’s CAI target score by embedding Jubilee’s values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
• Skill Development: Provide mentorship and training to team members on departmental tools, techniques, and industry-specific knowledge, enhancing capability.
• Conflict Resolution: Mediate and resolve team conflicts or stakeholder disputes, maintaining morale and focus on project goals.
• Resource Advocacy: Advocate for team needs (e.g., additional resources, training) to senior management, ensuring departmental success and staff well-being.

Key Competencies

• Strong strategic thinking and commercial acumen.
• Proven sales ability with excellent relationship-building skills.
• Skilled in negotiation, influencing, and presenting business proposals.
• Clear, confident communicator with strong presentation skills.
• Customer-focused with a solutions-oriented mindset.
• Strong analytical and problem-solving capability.
• Effective networker with solid stakeholder management skills.
• Results-driven, disciplined, and self-motivated.
• Adaptable, resilient, and able to thrive in a fast-paced environment.
• Collaborative team player across functions.
• High integrity with strong compliance awareness.

Academic Background & Relevant Qualifications

• Bachelor’s degree in Business Administration, Marketing, Insurance, Commerce, Economics or any related field.
• Certificate of Proficiency (COP).
• Diploma in Insurance.
• Professional Certification i.e., LOMA, AIIK/ACII.
• Master’s degree is an added advantage.
• 3–5 years’ experience in sales, business development, or relationship management, ideally within insurance or financial services.
• Proven ability to meet sales targets, manage agency/intermediary networks, build pipelines, and drive client acquisition.
• Solid understanding of life insurance products, distribution channels, and customer behaviour.