Job Purpose
The role is responsible for generating actionable insights from sales and market data, supporting pipeline management, identifying growth opportunities, and enhancing decision-making through structured reporting and analysis. The position will also support coordination with intermediaries, clients, and internal stakeholders to improve sales effectiveness, client retention, and operational efficiency.
Key Responsibilities
- Conduct market research and competitive analysis to identify emerging opportunities, market trends, and areas for business growth.
- Analyse industry data, intermediary performance, client segments, and sales trends to support opportunity prioritization and strategic decision-making.
- Develop and maintain dashboards, reports, and analytics on revenue performance, sales pipeline status, intermediary productivity, and business development activities.
- Monitor sales pipeline performance, conversion rates, and business development OKRs to support forecasting, planning, and performance improvement.
- Generate market intelligence and analytical insights to inform product positioning, distribution strategy, and business acquisition initiatives.
- Provide data-driven insights to support prospect targeting, sales conversion, and client retention strategies.
- Prepare periodic business development performance reports and analytics to support management decision making.
- Support the planning and coordination of market engagements with clients, brokers, Financial Advisors (FAs), and Independent Financial Advisors (IFAs).
- Support reporting and administrative processes related to intermediary management and business acquisition activities.
- Coordinate with internal teams including Operations and IT to facilitate timely resolution of operational or system-related issues impacting business development activities.
- Maintain accurate records, data repositories, and reporting systems related to business development performance.
- Identify opportunities to improve business development processes, reporting tools, and performance tracking mechanisms to enhance operational efficiency.
Knowledge, Experience and Qualifications
- Bachelor’s degree in Business, Economics, Statistics, Data Analytics, Finance, or a related field.
- 2-4 years’ experience in a similar position.
- Certification in Data Analytics, Business Intelligence, or related analytical disciplines.
- Experience in insurance, financial services, or sales-driven environments is an added advantage.
- Experience with data visualization tools (e.g., Power BI, Tableau or similar).
- Strong reporting and data management skills.
- Knowledge of CRM systems and sales performance tracking tools is an added advantage.
How to Apply
Interested and qualified candidates should apply online via the Britam career portal on Taleo by visiting: https://www.myjobmag.co.ke/apply-now/1180596
