Pension Sales Agent Jobs at Sanlam Allianz Life Insurance - Kisumu
📋 Note: Engagement is under an independent contractor model. Only shortlisted candidates will be contacted.
🏛️ Regulatory Information: Sanlam Allianz Life Insurance (Kenya) Limited is regulated by the Insurance Regulatory Authority (IRA).
About the Role
Sanlam Allianz Life Insurance (Kenya) Limited is seeking highly driven and customer-focused Sales Agents to support the distribution of Pension Products and related retirement solutions under a partners Distribution Network.
The ideal candidates will play a pivotal role in expanding access to pension and retirement products by engaging the partners client ecosystem, acquiring new customers, and deepening existing relationships.
Key Responsibilities
- Sell and distribute Pension Products, including Individual Pension Plan (IPP), Income Drawdown, Annuity Solutions, and related financial products
- Drive AUM growth through top-ups, additional voluntary contributions (AVCs), and NSSF Tier II
- Work closely with operations, customer service, investments, and compliance teams to resolve client issues
- Drive new customer acquisition within the Partners Distribution Network
- Conduct client engagements, retirement planning sessions, and market activations
- Convert leads provided by the partners Sales Staff and other sources within the distribution network
- Maintain an active sales pipeline and ensure consistent achievement of monthly production targets
- Prepare accurate weekly and monthly sales activity reports
- Deliver client-centered solutions and maintain long-term relationships
- Provide feedback to inform product improvement and customer experience enhancement
- Adhere to insurance and pension regulatory requirements (IRA, RBA)
- Observe AML/KYC guidelines, product suitability standards, and fair dealing practices
- Attend mandatory training sessions on pension products, compliance, and sales processes
- Always maintain high ethical standards and professionalism
Qualifications and Experience
- A minimum of a Diploma (Degree preferred)
- Certification in insurance (AllK, ACII, CMI, COP)
- Prior experience in sales, insurance agency, pension product distribution, or financial services is an advantage
- Proven ability to meet and exceed sales targets
- At least 5 Years Experience in Sales
Skills & Attributes
- Strong sales drive and customer orientation
- Excellent communication, presentation, and interpersonal skills
- Ability to understand and explain financial and retirement products
- Self-motivated, disciplined, and able to work independently
How to Apply
📧 Email Application:
Click here to eMail Application
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