Job Title:
Individual Life Sales Agent - Lusaka 30, Kitwe 40, Solwezi 10
Department:
Individual Life Sales
Reports To:
Team Leader /Sales Team Lead / Individual Life Sales Manager/Chief Commercial officer
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.
