Position: Relationship Executive

Department: Business Development

 

Your Mission

The Relationship Executive is accountable for generating profitable new business, developing long-term customer relationships, and delivering consistent sales performance through disciplined execution of the Sales Excellence framework.

Key Responsibilities

•       Deliver annual New Business, Renewal Retention, and Revenue targets in line with approved budget and performance objectives.

•       Execute the Sales Excellence practices to drive consistent pipeline and conversion performance.

•       Maintain a healthy, active pipeline with accurate CRM reporting to ensure forecast reliability and performance transparency.

•       Protect portfolio quality by balancing retention, cross-sell, and upsell while maintaining underwriting and pricing discipline.

•       Ensure full compliance with internal policies, underwritten guidelines, regulatory requirements, and governance standards.

•       Build and maintain strong client relationships to enhance customer experience, loyalty, and long-term profitability.

•       Plan weekly and monthly sales activities aligned with individual targets and Sales Excellence standards.

•        Generate leads through structured prospecting, networking, referrals, and market canvassing.

•       Conduct face-to-face and virtual client meetings with clear preparation, needs analysis, and value-based selling approach.

•       Prepare and follow up quotations within agreed turnaround times to maximise hit ratios

•       Proactively manage renewal portfolio to secure retention while identifying cross-sell and new business opportunities.

•       Maintain accurate and up-to-date CRM records for leads, meetings, pipeline stages, and forecasts.

•       Monitor personal performance metrics (lead generation, meetings, hit rate, premium growth, referrals) and take corrective action when required.

•       Escalate complex underwriting, pricing, or operational issues in a timely manner.

•       Operates independently within approved pricing, underwriting, and governance frameworks

•       Prioritises daily and weekly sales activities to achieve individual targets.

•       Recommends commercial solutions within delegated authority limits.

•        Escalates non-standard pricing, underwriting exceptions, or risk-related matters for approval.

 

Job Requirements

 

•       Diploma or Degree in Business, Marketing, Finance, or related field (or equivalent experience in insurance sales).

•       Minimum 2–3 years’ experience in sales, preferably in insurance or financial services.

•       Proven track record in achieving revenue or sales targets.

•       Fluent in English and French (written and spoken).

•       Results-driven and disciplined.

•       High personal accountability.

•       Resilient and persistent in prospecting.

•       Strong relationship-building skills.

•       Organised and structured in execution.

 

 

 

The company reserves the right to call only the qualified candidates for the selection exercises. Applications received after the closing date might not be considered. The company also reserves the right not to proceed with the vacancies