Agency & Retail Distribution Lead at CPF Consulting

The Job holder is responsible for building  and driving  Laser Insurance Brokers’ retail insurance business. The role holder will operationalize thededicated Retail 
Distribution Unit, recruitandlead a teamof DirectSales Agents (DSAs), andgrow profitable retail revenue in line with the Company’s Strategic Plan. The position 
serves as the operational architect of the retail distribution strategy, translating strategic intent intoa structured, productive and compliant sales channel. 
Duties and Responsibilities 

• Develop and implement the Retail distribution strategy,  annual sales plans, work plans,andinitiatives to achieve businessgrowth,market expansion, and revenue targets. 
• Identify, develop, and convert new retail business opportunities by building sales pipelines, expanding the Company’s market footprint, and establishing strategic relationships with clients, SACCOs, SMEs, Associations,  community groups, and other partners. 
• Coordinate and drive retail insurance distribution across  the Group branch network by leveraging branches as effective sales channels, supporting branch teams, and ensuring consistent market coverage. 
• Market and promote the Company’s retail insurance products through targeted sales  campaigns, customer acquisition initiatives, Direct Sales Agents (DSAs), branch channels, and other approved distribution platforms. 
• Recruit, onboard, train, deploy, supervise, coach,  and monitor the performance of Direct Sales Agents (DSAs), ensuring they are appropriately licensed, certified, motivated, and equipped  to achieve sales objectives while maintaining ethical market conduct. 
• Translate  Unit revenue  targets  into individual  and team sales  targets, territories, activity plans, and sales pipelines, while monitoring performance, conversion rates, and productivity to achieve and exceed agreed business objectives. 
• Drive the sale of the Company’s  retail product  portfolio  both directly  and through the DSA team, ensuring sustainable growth, increased market penetration, and achievement of revenue targets. 
• Build and maintain  strong customer  relationships to support  business acquisition, client retention, cross-selling opportunities, high standards of customer service,fair treatment of customers,andprompt resolution of client queries. 
• Conduct market research, competitor analysis, and business intelligence to identify emerging opportunities,  market  trends,  and customer needs,  and provide insights to support product development and business growth. 
• Ensure  all  retail  sales  and distribution activities comply with  Insurance 
• Regulatory  Authority  (IRA)  regulations,  Company  policies,  procedures, and established sales and ethical conduct standards. 
• Prepare and submit periodic reports on sales performance, production, market  intelligence, pipeline  status, and key  performance  indicators, together  with recommendations  to support management decision-making and continuous improvement. 
• Perform any other duties as may be assigned from time to time. 

Requirements for appointment 

• Bachelor’s degree in insurance, Actuarial Science, Business, Marketing,  Commerce, Economics or a related field. 
• Professional qualification in insurance (Diploma in Insurance, or progress towards ACII / AIIK) is an added advantage. 
• Certificate of Proficiency (COP) in insurance, as required to transact insurance business in Kenya. 

Experience Required 

• At least five (5) years’ experience in insurance sales and distribution, preferably within retail, agency, microinsurance/mass-market channels or related financial services. 
• Demonstrable experience leading or supervising a salesforce or agency team, with a track record of meeting revenue targets.