Agency Sales Manager at MacTay Consulting

Job Summary

• To supervise and ensure that all Unit Managers in his/her Agency have the required number of Active Agents that will enable them deliver on set targets/budget and sell all the company’s Insurance Limited products (Annuity and Non-Annuity) and services to deliver profitable revenue streams to the Business and Group.

Key Responsibilities

• Recruit/Train Agents on how to prospect for 3-5 customers in a day, benefits of life insurance, handle objections, and close a sale.
• Open up/Create new markets for Agents to be able to make sales
• Monitor the activities of the Agents by getting daily activity report from them
• Maintain a minimum of 10 active Agents/Insurance Advisors
• Coordinate weekly Sales Clinic for his/her Agency.
• Ensure all Agents in the Agency are certified by CIFM and licensed by NAICOM
• Support and assist the Agents in meeting up with their targets and responsibilities.
• Ensure lapse ratio of policies by Agents in the Unit is not more than 20%

Compliance:
To ensure that proposal forms are completed correctly by Agents and make sure that all relevant KYC documents such as:

• Valid means of identification (National ID or Driver’s License or
• International Passport or Voter Card or Letter from a Clergy or recognized public authority),
• Evidence of residence (utility bill, bank account statement, tenancy agreement, electricity bill, telephone bill),
• Passport Photograph of proposer and beneficiary(ies),
• BVN (not compulsory) are provided.
• Ensure that customer documentations are appropriately cared for by the Agents and filed in the office.
• Follow up and ensure maturity benefits are paid to policy holders with matured policies and possibly resell such customers.

Job Requirements

• First Degree (B.Sc. in any field)
• Should be a NAICOM licensed Agent.
• 3 - 8 years work experience.