Job Description

• REPORTS TO: Head, Corporate Risk
• REPORTS TO (BUSINESS):Senior Manager, Group Distribution 

KEY RESPONSIBILITIES

• Develop and execute targeted prospecting strategies to identify prospective corporate clients.
• Secure and conduct meetings with C-suite Executives, HR Directors and Benefits Managers and other key persons
• Explain complex insurance concepts clearly to executives with varying levels of insurance knowledge
• Perform a comprehensive Needs Analysis to understand client requirements
• Present customized group life insurance solutions that align with client needs
• Navigate and overcome objections through consultative selling approaches.
• Manage the complete sales cycle from initial contact to policy inception
• Maintain relationships with existing clients to ensure retention and identify upselling opportunities.
• Stay current on industry trends, competitor offerings and regulatory changes.
• Meet or exceed established sales targets and performance metrics.
• Document client interactions and maintain accurate records in CRM System.
• Participate in industry networking events to build professional relationships.

KEY WORKING RELATIONSHIPS (INTERNAL & EXTERNAL)
Internal

• Heads of Department of Group Operations & Group Inclusive
• Staff of Group Operations & Group Inclusive
• All Departmental/Divisional Colleagues
• Staff of Other OpCos, etc
• Branches and Branch Managers
• Team Leaders / Management of Sales Teams

External

• Corporate Institutions
• Other Organisations
• Identifiable Groups

CONTRIBUTES TO

• Revenue growth and profitability of the Channel and Business
• Development and implementation of effective sales strategies
• Promotion of the products and services to clients
• Excellent customer experience
• Market research to stay informed about industry trends and customer needs

Required Skills or Experience

EXPERIENCE/ QUALIFICATIONS REQUIRED

• Bachelor’s Degree in any field of study
• At least 2+years of experience in financial services sales or insurance sales.
• Proven track record of B2B sales success, preferably in financial products.
• Experience in presenting and negotiating with senior executives.
• Strong knowledge of employee benefits and group insurance products.
• Excellent verbal and written communication skills.
• Proficiency with MS Office Suite and CRM software.

Core

• Friendliness 
• Professionalism 
• Reliability 
• Excellence 
• Trust 

Leadership

• Building Culture 
• Customer Sensitivity 
• Innovation 
• Super Connector 
• Change Leadership 

Technical

• Report Writing
• Time Management
• Claims Knowledge & Handling
• Claims Settlement
• Claims Notification & Investigation