Job Purpose

To drive the acquisition of individual life insurance policies through proactive prospecting, client engagement, and relationship management, ensuring sustainable revenue growth and market penetration.

Key Responsibilities

• Identify and prospect new clients for individual life insurance products.
• Conduct client’s needs analysis and recommend suitable insurance solutions.
• Achieve monthly and quarterly sales targets.
• Maintain strong relationships with existing clients to ensure policy renewals.
• Provide after-sales service and support for claims and inquiries.
• Expand the company’s footprint by targeting untapped markets and segments.
• Participate in promotional activities, roadshows, and community engagement.
• Ensure all sales processes adhere to regulatory and company compliance standards.
• Submit accurate and timely documentation for policy issuance.
• Prepare weekly and monthly sales reports.
• Monitor personal performance against set KPIs.

Key Performance Indicators (KPIs):

• Number of policies sold per month.
• Total premium income generated.
• Percentage of leads converted into active policies.
• Percentage of clients renewing policies annually.
• Number of client meetings, calls, and presentations conducted weekly.
• Accuracy and timeliness of documentation and adherence to regulatory requirements.
• Client feedback scores and resolution time for inquiries or claims.

Competencies Required:

• Grade twelve Certificate.
• Minimum diploma in a business studies related course.
• PIA license for Agents.
• Strong interpersonal and communication skills.
• Negotiation and persuasion ability.
• Knowledge of life insurance products and regulatory environments.
• Goal-oriented and self-driven.

• Identify and prospect new clients for individual life insurance products.
• Conduct client’s needs analysis and recommend suitable insurance solutions.
• Achieve monthly and quarterly sales targets.
• Maintain strong relationships with existing clients to ensure policy renewals.
• Provide after-sales service and support for claims and inquiries.
• Expand the company’s footprint by targeting untapped markets and segments.
• Participate in promotional activities, roadshows, and community engagement.
• Ensure all sales processes adhere to regulatory and company compliance standards.
• Submit accurate and timely documentation for policy issuance.
• Prepare weekly and monthly sales reports.
• Monitor personal performance against set KPIs.

• Strong interpersonal and communication skills.
• Negotiation and persuasion ability.
• Knowledge of life insurance products and regulatory environments.
• Goal-oriented and self-driven.

• Grade twelve Certificate.
• Minimum diploma in a business studies related course.
• PIA license for Agents.