Market Prospecting & Client Acquisition: Identify potential target markets, generate quality leads through direct outreach, corporate networking, referrals, and community engagement in the Coast region.
Financial Needs Analysis & Advisory: Assess individual, SME, and corporate client financial positions to recommend suitable life insurance, investment, and policy solutions.
Product Matching & Sales Presentation: Present and explain Pioneer Assurance products convincingly, highlighting policy features, coverage terms, and long-term financial benefits.
Relationship Management & After-Sales Support: Build and retain long-term relationships with policyholders, conducting routine reviews, assisting with policy updates, and providing seamless claims support.
Target Achievement & Reporting: Meet and exceed assigned monthly sales targets, maintain accurate records of client interactions, and submit regular progress updates to management.
Requirements
- Age Eligibility: 24 years and above.
- Academic Qualifications: Minimum KCSE Grade C- (A College Diploma or University Degree in Sales, Marketing, Business, or a related field is an added advantage).
- Professional Certification: Certificate of Proficiency (COP) in Insurance or active Insurance Regulatory Authority (IRA) licensing is highly preferred.
- Experience & Background: Prior direct sales experience in insurance, banking, microfinance, or customer-facing roles like teaching is a strong plus.
- Core Skills & Competencies: Computer literacy, excellent interpersonal and negotiation skills, self-driven motivation, resilience, and a proven passion for sales.
