Recommendations

Experience

Role Purpose -The role holder will be responsible for proactively generating new business by directly selling Life and Pensions
insurance products. He/she is responsible for driving acquisition, managing client relationships, and
meeting sales targets through field visits, referrals, and events, while ensuring customer satisfaction
and compliance with regulatory and company standards.

Key... Responsibilities
1. Business Development
Proactively identify and pursue new business opportunities through fieldwork, door-to-door visits,
networking, and referrals.
Build and manage a strong pipeline of qualified leads and nurture them throughout the sales process.
Conduct needs-based analysis to match clients (individuals, families, SMEs) with appropriate medical
insurance solutions.
Present and promote medical insurance products to prospective clients using structured pitches and
solution-oriented sales techniques.
Participate in targeted sales activations, outreach events, and marketing campaigns to increase
visibility and drive client acquisition.
Deliver competitive proposals and quotations tailored to client needs while articulating key value
propositions.
Gather market intelligence on competitor activity, customer behavior, and emerging trends to
support product positioning.

2.Operational
Follow up consistently with leads, pipelines and close sales within defined turnaround times.
Maintain accurate records of all client interactions, quotations, follow-ups, and policy applications.
Submit completed sales documentation, including KYC, application forms, in a timely and accurate manner.
Track personal sales metrics and provide daily/weekly/monthly updates to the line manager.
Educate clients on policy usage, provider networks, benefit limits, and digital service platforms.
Support policy onboarding and ensure seamless customer experience post-sale.
Collaborate with the operations team to resolve client service issues and accelerate policy processing.

 more
  • Customer service
  • Accounting
  • Administration
  • Advertising
  • Marketing
  • Office management
  • Product management
  • Sales
2moApplied for jobs
  • Kenya, Nairobi
Applied for

Sacco Administrative Assistant
Prospecting and generating new sales leads
• Developing and maintaining relationships with clients
• Presenting and promoting our products/services
• Meeting or exceeding sales targets
• Negotiating contracts and closing deals
• Reporting on sales performance and market trends
  • Sales and Marketing
  • Excellent communication and interpersonal skills
  • Good Customer Service Skills
9moApplied for jobs
  • Kenya, Nairobi
Applied for

Travel and Administration Manager
11moApplied for jobs
  • Kenya, Nairobi
Applied for

Pension Executive
 

Copyright 2025