 Engage Brokers, Business partners and corporate partners to drive Sales  Recruitment & training of Direct Sales Agents. Directly work with customers to secure new business relationships, through referrals and different Sales Channels, via the analyses of their needs. Supervision of Sales of insurance products by Direct Sales Agents. Monitor Direct Sales Agents’ liaison with customers. Identify appropriate product mix for DSA’s. Maintain relationship with existing customers. Manage & maintain weekly, monthly and quarterly sales reports. Manage development plans for DSA’s eg. Coaching and Trainings. Any other assignment given by Agency Area Zonal Manager.

 Ensure adequate adherence to credit policies, processes and procedures. Book deals for new deposits within 24 hours and following up on outstanding documentation. Follow up on processing of roll-over of investments and delivery of investment letters to customers. Follow up on customers’ requests such as pay in cheques, collect cash, process drafts and other related transactions. Maintain accurate and up-to-date records of all actual and attempted customer interactions. Analyses and reviews quality of potential business to ensure maximum profitability.