Team Leader - Bancassurance DSR at HFCB Kenya

Hiring: NairobiCity Newsroom
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• Job Type Full Time
• Qualification BA/BSc/HND , Professional Certificate
• Experience 3 years
• Location Nairobi
• Job Field Insurance , Sales and Business Development
• Drive achievement of set targets through customer growth and retention across all lines.
• Plan, drive and monitor the Banca sales strategies through segment focus, customer focus needs-based selling.
• Develop and refine sales toolkits, client materials and training to reflect the various target proposition.
• Performance Management- Run daily, weekly and monthly reviews with the sales staff to ensure the Teams are constantly engaged and ahead of targets.
• Cost management and Revenue Generation.
• People management.
• Implement effective HR standards and strategies, manage succession plan, and retain key talent, constant discipline in performance management.
• Motivate, Coach and Energize the sales staff positively to deliver the best results.
• Engage the team in constant Training to address training needs, implement training road maps to ensure an engaged Team.
• Implement processes to prevent mis-selling, misrepresentation, fraud and adherence to customer data confidentiality principles.
• Ensure the team adheres to all KYC guidelines and procedures, comply with local regulatory requirements, reflect best practices.
• Ensure the team complies with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Principal Officer.
• Tracking and monitoring of TAT for the segment and working with stakeholders to ensure targets are met.
• Manage the sales staff by providing ongoing individual coaching and training to assure ensure achievement of sales goals, member retention and deepening member relationships.
• Continuous review & appraisal of sales staff performance and immediate corrective action.
• Ensure sales staff are motivated for maximum productivity.
• Cultivate a team culture that enhances support for each other to ensure overall productivity.
• Arrange, conduct or recommend appropriate training for branch staff to enable them carry out their duties effectively & efficiently.
• Ensure discipline and adherence to staff code of ethics by sales staff.
• Ensure planned leave schedule & execution for branch sales staff.
• Bachelor’s degree in Business, Finance, Insurance, Banking, Economics, or a related field from a recognized institution.
• Certificate of Proficiency is mandatory.
• Minimum of 3 years’ experience in sales management within the Insurance Industry.
• In depth knowledge of bancassurance products, insurance regulations, and the banking environment.
• Demonstrate ability to drive business growth, portfolio expansion and profitability.
• Computer/IT skills, including knowledge of Microsoft office applications e.g., Word; Excel; PowerPoint etc.
• General knowledge in banking processes.
• Experience business development, negotiation, and relationship management skills.
• Excellent written and oral communication skills.
• Excellent interpersonal skills with the ability to effectively work with individuals and groups at all organization levels; ability to work independently and as part of a team.
• Excellent customer service skills with the ability to respond to inquiries or complaints effectively and timely.
• Ability to take initiative and prioritize tasks; good time-management, organization, problem prevention and problem-solving skills.
• Basic analytical ability with active listening skills.
• Ability to work accurately with close attention to detail; must have eye for details, strong ability to scrutinize and examine.
• Ability to maintain confidentiality of sensitive information.
• Willingness to adapt to changing business needs and deadlines.
• Job Type Full Time • Qualification BA/BSc/HND , Professional Certificate • Experience 3 years • Location Nairobi • Job Field Insurance , Sales and Business Development • Drive achievement of set targets through customer growth and retention across all lines. • Plan, drive and monitor the Banca sales strategies through segment focus, customer focus needs-based selling. • Develop and refine sales toolkits, client materials and training to reflect the various target proposition. • Performance Management- Run daily, weekly and monthly reviews with the sales staff to ensure the Teams are constantly engaged and ahead of targets. • Cost management and Revenue Generation. • People management. • Implement effective HR standards and strategies, manage succession plan, and retain key talent, constant discipline in performance management. • Motivate, Coach and Energize the sales staff positively to deliver the best results. • Engage the team in constant Training to address training needs, implement training road maps to ensure an engaged Team. • Implement processes to prevent mis-selling, misrepresentation, fraud and adherence to customer data confidentiality principles. • Ensure the team adheres to all KYC guidelines and procedures, comply with local regulatory requirements, reflect best practices. • Ensure the team complies with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Principal Officer. • Tracking and monitoring of TAT for the segment and working with stakeholders to ensure targets are met. • Manage the sales staff by providing ongoing individual coaching and training to assure ensure achievement of sales goals, member retention and deepening member relationships. • Continuous review & appraisal of sales staff performance and immediate corrective action. • Ensure sales staff are motivated for maximum productivity. • Cultivate a team culture that enhances support for each other to ensure overall productivity. • Arrange, conduct or recommend appropriate training for branch staff to enable them carry out their duties effectively & efficiently. • Ensure discipline and adherence to staff code of ethics by sales staff. • Ensure planned leave schedule & execution for branch sales staff. • Bachelor’s degree in Business, Finance, Insurance, Banking, Economics, or a related field from a recognized institution. • Certificate of Proficiency is mandatory. • Minimum of 3 years’ experience in sales management within the Insurance Industry. • In depth knowledge of bancassurance products, insurance regulations, and the banking environment. • Demonstrate ability to drive business growth, portfolio expansion and profitability. • Computer/IT skills, including knowledge of Microsoft office applications e.g., Word; Excel; PowerPoint etc. • General knowledge in banking processes. • Experience business development, negotiation, and relationship management skills. • Excellent written and oral communication skills. • Excellent interpersonal skills with the ability to effectively work with individuals and groups at all organization levels; ability to work independently and as part of a team. • Excellent customer service skills with the ability to respond to inquiries or complaints effectively and timely. • Ability to take initiative and prioritize tasks; good time-management, organization, problem prevention and problem-solving skills. • Basic analytical ability with active listening skills. • Ability to work accurately with close attention to detail; must have eye for details, strong ability to scrutinize and examine. • Ability to maintain confidentiality of sensitive information. • Willingness to adapt to changing business needs and deadlines.

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