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Digital Sales Strategist
Role Purpose
The job holder will be responsible for converting online leads into sales by calling the customer leads collected through alternative channels and convincing them to purchase retail life solutions, meeting set revenue budgets, and promoting Jubilee retail life and pension products or services. Additionally, the role holder will be responsible for growth of the digital sales portfolio, ensuring seamless customer experiences, and collaborating with stakeholders to achieve strategic objectives.
Main Responsibilities
- Converting online leads into digital sales by calling the customer leads collected through digital channels and convincing them to purchase retail life solutions and pensions.
- Conduct outbound calls to potential customers to introduce and promote Jubilee retail life and pension products or services.
- Active online lead generation and management to achieve sales.
- Prepare a monthly pipeline that will lead to closure and meeting monthly KPI set revenue budget.
- Drive portfolio growth through digital sales of retail life and pension products.
- Preparing and presenting proposals to new and existing clients using webinars.
- Effective follow up on lead closure of business and end to end process flow for new business set up.
- Participate in Product campaigns and presentations and tackling market related client queries.
- Adhering to compliance, operational procedures, and practice management standards
- Consistently achieving set budgets for digital retail life and pension products.
Corporate Governance
- Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects.
- Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
- Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
- Compliance: Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards
- Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.
Key Competencies
- Financial Acumen: Sound understanding of Insurance concepts, retail life and pension products to deliver knowledgeable advice and recommendations to clients.
- Digital Sales and Business Development: Strong ability to close online leads for business growth, promote retail life and pension products.
- Strong understanding of online sales, lead generation and sales cycle
- Adaptability to technological advancements and industry changes.
- Strategic thinking and business acumen for identifying growth opportunities.
- Strong relationship-building and negotiation abilities and stake holder management
- Analytical mindset for data-driven decision-making
- Customer-centric approach, focusing on enhancing customer experiences in retail life and pension products.
Qualifications
- Bachelor’s degree or Diploma in insurance / Actuarial, Finance, Business, Marketing, or any other related course
- ECOP will be an added advantage.
Relevant Experience
- Minimum 1 – 2 years’ experience in a similar role
- Proven track record of successfully closing online sales leads and portfolio management.
- Strong ability to build and maintain strong relationships with clients and with partners.
- Experience in Tele sales, ecommerce sales, call center support or digital sales will be an added advantage.
- Demonstrated ability to think strategically and develop actionable plans to achieve business objectives.
Financial Advisor – Unit linked Products
Role Purpose
The job holder will be responsible of providing professional financial advice to Unit linked investment product Holders, meeting set revenue budgets, and effectively building and growing a portfolio of clients for Unit linked investment solution. Additionally, the role holder will be responsible for growth of unit linked products portfolio, ensuring seamless customer experiences, and collaborating with stakeholders to achieve strategic objectives.
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Main Responsibilities
- Prospecting and meeting new clients with the main purpose of pitching and selling Unit Linked products.
- Identify opportune markets for Unit linked sells and lead generation.
- Prepare monthly pipeline that will lead to closure and meeting monthly KPI set revenue budget
- Drive portfolio growth through Unit linked sells.
- Preparing and presenting proposals to new and existing clients
- Effective follow up on lead closure of business and end to end process flow for new business set up.
- Participate in Product campaigns and presentations and tackling market related client queries.
- Adhering to compliance, operational procedures, and practice management standards
- Consistently achieving set budgets for Unit linked products.
Corporate Governance
- Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects.
- Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
- Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
- Compliance: Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards
- Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.
Key Competencies
- Financial Acumen: Sound understanding of financial concepts, investment products, and retirement planning strategies to deliver knowledgeable advice and recommendations.
- Sales and Business Development: Strong ability to identify opportunities for business growth, promote investment products.
- Strong understanding of investments and sales cycle
- Adaptability to technological advancements and industry changes.
- Strategic thinking and business acumen for identifying growth opportunities.
- Strong relationship-building and negotiation abilities and stake holder management
- Analytical mindset for data-driven decision-making
- Customer-centric approach, focusing on enhancing customer experiences in Unit linked products.
Qualifications
- Bachelor’s degree in insurance, Finance, Business, Marketing, or any other related course
- Diploma in Insurance
- CISI qualification and ECOP will be an added advantage.
Relevant Experience
- Minimum 3 – 5 years’ experience in a similar role
- Proven track record of successfully handing clients and portfolio management.
- Strong ability to build and maintain strong relationships with clients and with partners.
- Experience in Team leadership or similar position will be an added advantage.
- Demonstrated ability to think strategically and develop actionable plans to achieve business objectives
Team Leader – Digital Sales Strategist
Role Purpose
The job holder will be responsible for monitoring, managing, coaching, and ensuring accountability for each team members daily objectives. The role is to provide support and guidance as an accountability partner and coach to help your team excel in a dynamic and goal-oriented environment. Your leadership will be essential in achieving and surpassing sales targets.
Main Responsibilities
- Sales targets – Achieve sales targets in alignment with the budget provided by the alternate channels as well as day to day monitoring and supervision of the sales activities and performance of the DSS team. The goal is to prioritize the enhancement of conversion rates by implementing strategies to make the sales team more efficient.
- Quality assurance – Listen to both the outbound and inbound calls of the DSS team using the Ameyo platform to ensure that organizational standards are maintained when having customer interactions and complains are reduced to a bare minimum.
- Leads management – Allocation and tracking of the online leads generated from various alternate channels. These leads will then be compiled into a digital portfolio database/shared folder that will also be managed by yourself.
- Reporting – Compiling of sales performance reports on a weekly and monthly basis for the DSS team. The reporting will also include regularly sharing both team and individual performance, assessing achievements against established targets.
- Onboarding new hires – as a team leader, you will participate in the recruitment and training of new DSS team members by helping to screen, interview and select candidates not to mention orientation and induction processes.
- Training – allocate time for coaching the team and giving them live feedback on their pitch and ensuring they are working their territory efficiently. Continuous retraining and performance evaluations will also be a key role.
- Follow up for Underwriting and Validation – Follow up with the alternate channels officer to ensure that all leads closed by the DSS team have been validated successfully and underwriting done.
Corporate Governance
- Adhere to regulatory requirements and internal policies, ensuring compliance in all aspects.
- Implement and uphold robust data protection and privacy practices, safeguarding customer information and ensuring confidentiality.
- Participate in audits and internal control assessments, addressing any identified gaps or issues promptly.
- Compliance: Stay updated with insurance regulations and underwriting best practices to ensure compliance with industry standards
- Adherence to the laws and regulations of Kenya, the policies and regulations within the insurance industry and all internal company policies and procedures.
Key Competencies
- Financial Acumen: Sound understanding of Insurance concepts, retail life and pension products to deliver
- knowledgeable advice and recommendations to the DSS team.
- Familiarity with CRM Applications like Atlas, Salesforce or HubSpot for leads management.
- Team management – ability to manage a team of between 10 -15 sales strategists.
- Market intelligence – have a working knowledge of the industry’s climate and competition to effectively implement the sales strategy.
- Quality assurance – ability to coach and mentor sales team on the quality of customer conversations.
- Analytical skills and mindset for data-driven decision-making
- Customer-centric approach, focusing on enhancing customer experiences.
Qualifications
- Bachelor’s degree in Insurance/ Actuarial, Finance, Business, Marketing, or any other related course
- ECOP will be an added advantage.
Relevant Experience
- 3 years’ experience in a sales management
- Proven track record of successfully closing online sales leads and portfolio management.
- Strong ability to build and maintain strong relationships with clients and key stakeholders within the organization.
- Experience in managing a digital / call center support team will be an added advantage.
- Demonstrated ability to think strategically and develop actionable plans to achieve business objectives.
Method of Application
If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number and Position by 23rd February 2024. Only shortlisted candidates will be contacted.