Job Details

Job Description

Living with Confidence TM

We’re in the business of planning for tomorrow. The never-ending pursuit of meticulously crafting our clients’ futures. We do this by truly appreciating the value of money and turning the materials we’re given into something more. It’s our trade and it is something we are passionate about. It’s what makes us Live with Confidence. Sanlam Life Insurance Zambia Limited seeks to recruit qualified and experienced professionals in the following vacancy:

Bancassurance Sales Executives

Job Summary

Reporting to the Bancassurance Manager. This is a third-party marketing and relationship-building role, serving as an interface between Sanlam and the salespeople in the bank branches. This role endeavors to increase Sanlam’s banca product presence and sales in the bank branches. The following branches have vacances;

Duties/Responsibilities

Create and maintain Branch Awareness

• Strengthen relationship with Insurance Specified Person, Branch Manager and ensure all branch interactions are sanctioned and supported;
• Discuss insurance sales activities and branch targets with Branch Manager on a weekly basis;
• Have a quarterly awareness plan in place;
• Train all branch staff with respect to their level of insurance sales involvement;
• Promote insurance information sessions in the branch; Drive brand awareness initiatives in the branch;
• Implement agreed upon marketing campaigns and initiatives;
• Drive competitions where appropriate and agreed;

Sales targets and productivity

• Render ongoing technical advice and support;
• Ensure sales targets are met;
• Ensure quality business through Lead Verification of Identified Clients on affordability and suitability.
• Identify new business opportunities;
• Manage and support leads generation activities;
• Assist with the underwriting and facilitate the issuing of business;
• Assist with the processing of claims and premium collections;
• Report on sales activities in the branch, including new business sales, leads generated, premium collection and other parameters agreed upon;
• Monitor premium collection trends and implement corrective
• Report any suspect or risky business to your Sanlam Line Manager.
• Support and implement projects and focus activities of the Sanlam Banca Manager.
• Networking with other stakeholders in the sales and support process

Minimum qualifications and experience

• Full Grade 12 Certificate or equivalent.
• Diploma in Business discipline or related field
• Degree is added advantage
• Sales experience is desirable
• Ability to train others, Excellent communication skills (both oral and written), Team building skills, coaching and Mentoring
• High integrity and self-motivated
• Ability to plan and schedule work with minimum supervision.

Interested candidates who meet the qualifications should apply clearly indicating their preferred location, to the Head of Bancassurance, Sanlam Life Insurance Zambia Limited, Sanlam House, Corner Lubuto & Lungwebungu Roads P.O. Box 31991, Lusaka Zambia or email to [email protected] not later than Friday, 15 November 2024.
Only shortlisted candidates will be contacted.