Role Summary

Reporting to the respective Agency Manager/ Business Development Manager, the Unit Leader is charged with the responsibility of recruiting, coaching, managing and achieving results through individual sales and with the help of Sales Agents in line with Liberty Life business objectives and code of ethics.

Key Responsibilities

Core Deliverables

• To recruit, train, supervise and motivate Agents within Liberty Life to solicit, procure and promptly submitting to Liberty Life applications for insurance and annuity products offered by Liberty Life in Kenya.
• To identify and nurture talent/high performers within the unit.
• To offer training and development to Liberty Life Agents under own unit while coaching and mentoring the agents for high performance.
• Ensure that the team achieves set production targets through completion and signing of performance contracts with his/her agents.
• Assist in goal setting by agents as well as their continuous goal evaluation and appraisal.
• Timely reports on team production every week to the Agency Manager.
• Establishing and maintaining a sound client base and leads for agents within the unit.
• To implement market dominance strategy by creating and nurturing sustainable business relationships with Employer Markets for distribution of Liberty Life products.
• Select specific pay points to concentrate on as a Unit and rally team towards these points; set targets with the team to be met from the pay points selected. Monitor the sales of these markets periodically and report on the same.]

Qualifications

• Must have Certificate of Proficiency (COP) or completed any other insurance professional qualification.
• Must have a valid IRA Licence for the current year.
• Completed an Academic Diploma or Diploma in Insurance.
• Proven good performance record of 3 years from a financial institution or insurance sector.
• Must have a proven performance record in ethical business practices and above reproach in matters, integrity.
• Good interpersonal and organization skills.
• Strong presentation skills.
• Ability to excel in a fast paced, multi-faceted team environment.
• Good problem-solving skills.
• Ability to coach and mentor a team.
• Ability to work under minimum supervision.
• Prior experience in leading a sales team within the insurance industry is an added advantage.