Sales Agent (Pension & Related Products Distribution) at Sanlam Kenya

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 partner's Distribution Network.

The ideal candidates will play a pivotal role in expanding access to pension and retirement products by engaging the partner's 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 as approved
• 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 Partner's Distribution Network
• Conduct client engagements, retirement planning sessions, and market activations
• Convert leads provided by partner 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
• Maintain high ethical standards and professionalism at all times

Qualifications and Experience

• Minimum of a Diploma (Degree preferred)
• Certification in insurance (AllK, ACII, CMI, COP)
• Prior experience in sales, insurance agency, or pension distribution