INSURANCE UNIT MANAGER
Job summary
Lead, supervise, and motivate a team of financial advisors/insurance sales agents.
Job descriptions & requirements
- Lead, supervise, and motivate a team of financial advisors/insurance sales agents.
- Set clear performance targets and ensure team members meet their individual and group goals.
- Conduct regular team meetings, coaching sessions, and performance reviews.
- Foster a high-performance, disciplined, and results-driven team culture.
- Recruit, onboard, and retain qualified financial advisors.
- Train new and existing team members on insurance products, sales techniques, and compliance standards.
- Identify skill gaps and implement targeted training and mentorship programs.
- Build a strong pipeline of sales talent for continuous team growth.
- Drive overall unit sales performance and revenue generation.
- Develop and implement effective sales strategies to grow market share.
- Support team members in closing complex or high-value deals.
- Monitor conversion rates, lead quality, and sales pipelines.
- Track and analyze team performance metrics and sales reports.
- Ensure timely submission of sales reports and activity updates.
- Use data-driven insights to improve productivity and efficiency.
- Ensure compliance with company policies and regulatory requirements.
- Support advisors in building and maintaining strong client relationships.
- Identify new business opportunities and partnerships.
- Ensure high levels of customer satisfaction and retention within the unit.
- Ensure all team members adhere to insurance regulations and ethical sales practices.
- Maintain valid regulatory licenses (IRA or ECOP).
- Stay updated on industry trends, products, and regulatory changes.
- Minimum 5+ years of experience in insurance sales or leadership roles (unit leader or similar).
- Proven experience in recruiting, managing, and training financial advisors.
- Must hold valid IRA or ECOP licenses.
- Strong track record of achieving sales targets and managing high-performing teams.
- Strong leadership and team management skills.
- Excellent sales, negotiation, and closing abilities.
- Ability to train, mentor, and develop sales teams.
- Strong analytical and reporting skills.
- If you meet the above qualifications, skills and experience share CV on recruitment@britesmanagement.com
- Interviews will be carried out on a rolling basis until the position is filled.
- Only the shortlisted candidates will be contacted.
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