Job Purpose

We are seeking a dynamic and experienced individual to join our

team in to Insurance Sales. This role is responsible for leading

and supporting the sales efforts across various channels,

including Omni, IFA, Remiser, Branch, and PCG, with the exception

of Franchise. The primary focus will be on generating leads for

life, health, and general insurance products, as well as driving

cross-selling and upselling initiatives for existing customers.

Key Deliverables

1. Sales Strategy: Develop and implement sales strategies and

action plans to drive business growth across the assigned

channels. Analyse market trends, competition, and customer needs

to identify opportunities for product enhancements and market

expansion.

2. Lead Generation: Collaborate with the sales team to generate

leads for life, health, and general insurance products through

various channels, such as referrals, cold calling, networking, and

online platforms. Monitor lead quality and provide guidance on

effective lead conversion techniques.

3. Customer Relationship Management: Work closely with the sales

and advisory teams of direct and indirect channels (excluding

Franchise) to foster strong customer relationships. Support the

team in engaging with customers, understanding their insurance

needs, and providing customized solutions.

4. Cross-Selling and Upselling: Develop and implement

initiatives to drive cross-selling and upselling opportunities for

existing customers. Collaborate with the sales team to identify

customer needs, match appropriate insurance products, and maximize

revenue from the existing customer base.

5. Sales Performance Tracking: Monitor and analyse sales

performance metrics, such as revenue, conversion rates, and

customer retention. Identify areas of improvement and implement

corrective measures to ensure sales targets are met or exceeded.

6. Relationship Management: Build and maintain strong

relationships with key stakeholders, including sales partners,

branch managers, and internal departments. Collaborate with cross-

functional teams to ensure seamless coordination and support in

achieving business objectives.

Role Requirements

o Education: Bachelor's degree in any discipline (preferably

business, finance, or marketing).

o Insurance Knowledge: In-depth understanding of life, health,

and general insurance products, including their features,

coverage, and benefits. Familiarity with insurance market

dynamics, competition, and regulatory requirements.

o Leadership Experience: Proven track record of successfully

leading and managing a team of insurance sales professionals.

Ability to inspire and motivate team members to achieve sales

targets and deliver exceptional customer service.

o Sales Expertise: Extensive experience in insurance sales,

with a strong sales track record and a customer-centric

approach. Demonstrated success in cross-selling and upselling

initiatives.